-37.3%
JOBY vs CF
+112.5%
-149.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.2% | +11.8% |
| 7D | +21.0% | -3.2% | +24.2% | +21.4% |
| 30D | +3.1% | +4.3% | -1.2% | +2.6% |
| 3M | -27.9% | +2.8% | -30.8% | -28.4% |
| 6M | -43.6% | +0.6% | -44.2% | -44.2% |
| YTD | -55.1% | +56.6% | -111.7% | -60.9% |
| 1Y | -58.6% | +49.6% | -108.2% | -63.5% |
| 3Y | -0.5% | +61.5% | -62.0% | -15.7% |
| All | -37.3% | +112.5% | -149.8% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling