-65.8%
JOBY vs CTVA
+33.4%
-99.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.2% | +0.9% | +4.1% |
| 7D | -0.6% | +8.2% | -8.8% | -0.7% |
| 30D | -12.6% | -1.0% | -11.6% | -12.6% |
| 3M | -36.6% | +4.6% | -41.2% | -37.0% |
| 6M | -43.0% | +0.5% | -43.5% | -45.2% |
| YTD | -61.7% | +22.7% | -84.5% | -70.2% |
| 1Y | -65.8% | +32.0% | -97.8% | -76.1% |
| All | -65.8% | +33.4% | -99.2% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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