-48.5%
JOBY vs CHD
+7.1%
-55.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -3.4% | -2.7% | -0.8% | -3.9% |
| 30D | -13.6% | -4.6% | -9.0% | -14.3% |
| 3M | -39.5% | +5.0% | -44.5% | -38.9% |
| 6M | -31.9% | -3.2% | -28.6% | -31.7% |
| YTD | -48.9% | +18.6% | -67.6% | -47.8% |
| 1Y | -48.5% | +4.8% | -53.4% | -44.3% |
| All | -48.5% | +7.1% | -55.6% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling