+9.5%
JOBY vs CORZ
+213.0%
-203.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.3% | -0.5% |
| 7D | -8.2% | -3.0% | -5.2% | -7.3% |
| 30D | -25.1% | -12.1% | -13.0% | -22.4% |
| 3M | -28.8% | -32.4% | +3.6% | -21.1% |
| 6M | -36.1% | +12.4% | -48.5% | -38.5% |
| YTD | -52.2% | +19.3% | -71.5% | -54.6% |
| 1Y | -52.4% | +8.6% | -61.0% | -54.1% |
| All | +9.5% | +213.0% | -203.4% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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