-28.0%
JOBY vs CNI
+12.6%
-40.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.5% |
| 7D | -5.2% | -0.4% | -4.8% | -4.9% |
| 30D | -19.7% | -2.7% | -17.0% | -17.8% |
| 3M | -31.7% | +3.9% | -35.7% | -34.9% |
| 6M | -37.5% | +16.4% | -53.9% | -46.5% |
| YTD | -51.6% | +25.8% | -77.4% | -61.8% |
| 1Y | -53.3% | +32.4% | -85.7% | -64.9% |
| 3Y | -12.2% | +19.1% | -31.3% | -27.2% |
| All | -28.0% | +12.6% | -40.7% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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