-32.2%
JOBY vs CPRT
-14.1%
-18.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.3% | +1.2% |
| 7D | -8.2% | -8.4% | +0.3% | -2.3% |
| 30D | -25.1% | +4.6% | -29.7% | -28.3% |
| 3M | -28.8% | -1.9% | -26.8% | -29.6% |
| 6M | -36.1% | -15.3% | -20.8% | -29.2% |
| YTD | -52.2% | -21.5% | -30.7% | -44.1% |
| 1Y | -52.4% | -36.6% | -15.8% | -33.4% |
| 3Y | -13.6% | -31.2% | +17.6% | +6.6% |
| 5Y | -32.2% | -14.1% | -18.0% | -38.0% |
| All | -32.2% | -14.1% | -18.1% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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