-34.9%
JOBY vs CI
+42.5%
-77.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +1.9% |
| 7D | +2.2% | -2.0% | +4.3% | +2.7% |
| 30D | -20.8% | -1.8% | -19.0% | -20.6% |
| 3M | -29.5% | -4.2% | -25.3% | -29.1% |
| 6M | -28.4% | +2.7% | -31.1% | -29.5% |
| YTD | -48.2% | +1.9% | -50.1% | -48.9% |
| 1Y | -49.1% | -6.3% | -42.8% | -49.0% |
| 3Y | -6.3% | +3.9% | -10.2% | -10.3% |
| 5Y | -27.2% | +41.9% | -69.1% | -37.1% |
| All | -34.9% | +42.5% | -77.4% | -44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling