-7.0%
JOBY vs CPB
-35.1%
+28.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.2% | -8.0% | -4.4% |
| 7D | -14.3% | -1.6% | -12.8% | -14.5% |
| 30D | +10.2% | +19.2% | -9.0% | +13.2% |
| 3M | -38.5% | -0.9% | -37.6% | -38.6% |
| 6M | -54.1% | +15.2% | -69.3% | -53.1% |
| YTD | -61.5% | -13.1% | -48.4% | -61.9% |
| 1Y | -65.7% | -22.4% | -43.2% | -66.2% |
| 3Y | -7.0% | -35.3% | +28.3% | -11.8% |
| All | -7.0% | -35.1% | +28.1% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 3y: compounded portfolio wealth divided by compounded CPB 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…
3y analysis · Full analysis span regression · 6 months rolling