-6.3%
JOBY vs CL
+28.9%
-35.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.4% |
| 7D | +2.2% | -1.4% | +3.6% | +1.9% |
| 30D | -20.8% | -5.2% | -15.6% | -21.9% |
| 3M | -29.5% | +3.3% | -32.8% | -29.0% |
| 6M | -28.4% | -4.4% | -24.0% | -29.0% |
| YTD | -48.2% | +13.9% | -62.1% | -46.3% |
| 1Y | -49.1% | +7.6% | -56.7% | -47.3% |
| 3Y | -6.3% | +29.6% | -35.9% | -8.3% |
| All | -6.3% | +28.9% | -35.2% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling