-65.8%
JOBY vs CI
+21.2%
-87.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.4% | +0.7% | +4.0% |
| 7D | -0.6% | +3.5% | -4.1% | -0.7% |
| 30D | -12.6% | +12.6% | -25.2% | -13.0% |
| 3M | -36.6% | +12.1% | -48.7% | -36.9% |
| 6M | -43.0% | +10.6% | -53.6% | -44.0% |
| YTD | -61.7% | +12.8% | -74.6% | -62.2% |
| 1Y | -65.8% | +18.0% | -83.8% | -66.5% |
| All | -65.8% | +21.2% | -87.0% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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