-45.9%
JOBY vs CI
+49.5%
-95.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -4.9% |
| 7D | -14.3% | +1.2% | -15.5% | -14.5% |
| 30D | +10.2% | +2.6% | +7.6% | +9.3% |
| 3M | -38.5% | +7.4% | -45.9% | -39.8% |
| 6M | -54.1% | -0.1% | -54.0% | -54.4% |
| YTD | -61.5% | +9.7% | -71.3% | -62.9% |
| 1Y | -65.7% | +12.1% | -77.8% | -67.1% |
| 3Y | -7.0% | +7.0% | -14.0% | -12.5% |
| All | -45.9% | +49.5% | -95.4% | -59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling