-31.0%
JOBY vs CPB
-38.0%
+7.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.6% | -6.7% | -6.0% |
| 7D | -5.9% | -8.0% | +2.1% | -7.5% |
| 30D | -27.1% | -2.4% | -24.7% | -27.4% |
| 3M | -30.7% | +0.5% | -31.3% | -30.3% |
| 6M | -36.1% | -10.5% | -25.6% | -37.0% |
| YTD | -51.4% | -17.5% | -33.8% | -52.7% |
| 1Y | -52.2% | -31.0% | -21.1% | -54.9% |
| 3Y | -12.1% | -40.6% | +28.6% | -19.3% |
| All | -31.0% | -38.0% | +7.0% | -38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling