+33.0%
CAVA vs JBHT
+38.9%
-5.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.7% | +0.5% |
| 7D | -1.6% | +7.0% | -8.6% | -4.4% |
| 30D | +12.9% | +0.5% | +12.4% | +12.4% |
| 3M | -19.3% | -17.4% | -2.0% | -12.9% |
| 6M | -19.5% | -1.7% | -17.7% | -20.3% |
| YTD | -0.8% | +20.7% | -21.5% | -11.7% |
| 1Y | +20.8% | +41.1% | -20.3% | -0.1% |
| 3Y | +85.7% | +38.0% | +47.7% | +48.0% |
| All | +33.0% | +38.9% | -5.9% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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