-39.1%
JOBY vs CI
+45.1%
-84.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | -5.2% | -0.1% | -5.1% | -5.2% |
| 30D | -19.7% | +1.8% | -21.5% | -20.1% |
| 3M | -31.7% | -4.2% | -27.5% | -31.3% |
| 6M | -37.5% | +8.8% | -46.4% | -39.4% |
| YTD | -51.6% | +3.7% | -55.3% | -52.4% |
| 1Y | -53.3% | -6.1% | -47.2% | -53.2% |
| 3Y | -12.2% | +4.5% | -16.7% | -16.0% |
| 5Y | -31.3% | +50.5% | -81.8% | -40.9% |
| All | -39.1% | +45.1% | -84.2% | -48.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling