-28.0%
JOBY vs CLBK
+43.5%
-71.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -5.2% | -1.5% | -3.7% | -4.5% |
| 30D | -19.7% | -1.0% | -18.7% | -19.3% |
| 3M | -31.7% | +22.9% | -54.6% | -38.7% |
| 6M | -37.5% | +44.2% | -81.7% | -48.2% |
| YTD | -51.6% | +64.0% | -115.6% | -62.6% |
| 1Y | -53.3% | +65.7% | -119.0% | -64.3% |
| 3Y | -12.2% | +54.1% | -66.3% | -30.5% |
| All | -28.0% | +43.5% | -71.5% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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