-39.1%
JOBY vs CNC
-4.9%
-34.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.1% |
| 7D | -5.2% | -0.9% | -4.3% | -5.1% |
| 30D | -19.7% | -1.0% | -18.8% | -19.7% |
| 3M | -31.7% | +4.5% | -36.3% | -32.1% |
| 6M | -37.5% | +85.2% | -122.8% | -41.2% |
| YTD | -51.6% | +61.4% | -113.0% | -54.0% |
| 1Y | -53.3% | +94.9% | -148.2% | -56.4% |
| 3Y | -12.2% | 0.0% | -12.2% | -15.2% |
| 5Y | -31.3% | +11.2% | -42.5% | -29.0% |
| All | -39.1% | -4.9% | -34.2% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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