-39.1%
JOBY vs CPAY
+64.1%
-103.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | -5.2% | -2.0% | -3.2% | -4.0% |
| 30D | -19.7% | -0.4% | -19.4% | -19.6% |
| 3M | -31.7% | +16.4% | -48.1% | -38.9% |
| 6M | -37.5% | +23.5% | -61.1% | -46.5% |
| YTD | -51.6% | +35.7% | -87.2% | -62.2% |
| 1Y | -53.3% | +30.2% | -83.5% | -62.9% |
| 3Y | -12.2% | +49.7% | -61.9% | -38.0% |
| 5Y | -31.3% | +56.6% | -87.8% | -55.7% |
| All | -39.1% | +64.1% | -103.3% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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