-11.8%
JOBY vs CI
+4.5%
-16.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.8% | -7.0% | -6.3% |
| 7D | -5.9% | -1.1% | -4.8% | -5.7% |
| 30D | -27.1% | +0.5% | -27.6% | -27.2% |
| 3M | -30.7% | -5.2% | -25.6% | -30.3% |
| 6M | -36.1% | +4.3% | -40.4% | -37.0% |
| YTD | -51.4% | +2.8% | -54.1% | -51.9% |
| 1Y | -52.2% | -5.8% | -46.4% | -52.0% |
| All | -11.8% | +4.5% | -16.4% | -10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling