-48.5%
JOBY vs CTVA
+22.4%
-71.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.7% |
| 7D | -3.4% | +4.9% | -8.4% | -4.4% |
| 30D | -13.6% | +11.9% | -25.5% | -15.7% |
| 3M | -39.5% | +13.7% | -53.2% | -43.3% |
| 6M | -31.9% | +13.1% | -45.0% | -37.2% |
| YTD | -48.9% | +32.0% | -80.9% | -57.3% |
| 1Y | -48.5% | +22.1% | -70.6% | -55.7% |
| All | -48.5% | +22.4% | -71.0% | -55.7% |
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