-48.5%
JOBY vs CSGP
-64.9%
+16.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.9% |
| 7D | -3.4% | -4.1% | +0.6% | -3.5% |
| 30D | -13.6% | +2.3% | -15.9% | -13.5% |
| 3M | -39.5% | -8.2% | -31.3% | -39.1% |
| 6M | -31.9% | -35.1% | +3.2% | -28.1% |
| YTD | -48.9% | -54.0% | +5.1% | -43.7% |
| 1Y | -48.5% | -65.3% | +16.8% | -47.3% |
| All | -48.5% | -64.9% | +16.4% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 1y: compounded portfolio wealth divided by compounded CSGP 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…
1y analysis · Full analysis span regression · 6 months rolling