-51.6%
JOBY vs CP
+48.5%
-100.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.5% |
| 7D | -14.3% | +2.1% | -16.5% | -15.6% |
| 30D | +10.2% | +9.3% | +0.9% | +3.4% |
| 3M | -38.5% | +0.5% | -39.0% | -38.9% |
| 6M | -54.1% | +10.4% | -64.5% | -57.9% |
| YTD | -61.5% | +28.7% | -90.2% | -68.8% |
| 1Y | -65.7% | +33.2% | -98.8% | -72.9% |
| 3Y | -7.0% | +38.4% | -45.4% | -26.1% |
| 5Y | -44.2% | +26.2% | -70.4% | -54.1% |
| All | -51.6% | +48.5% | -100.2% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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