-44.0%
JOBY vs CL
+33.9%
-77.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +16.4% | -0.8% | +17.2% | +16.3% |
| 30D | +14.4% | +9.5% | +4.9% | +15.9% |
| 3M | -30.2% | +6.8% | -36.9% | -29.4% |
| 6M | -45.3% | +14.3% | -59.5% | -44.2% |
| YTD | -55.5% | +26.3% | -81.7% | -54.3% |
| 1Y | -64.0% | +25.6% | -89.6% | -63.1% |
| 3Y | +13.3% | +38.5% | -25.2% | +14.8% |
| 5Y | -36.7% | +40.7% | -77.4% | -37.7% |
| All | -44.0% | +33.9% | -77.9% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 CL 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