+35.1%
CAVA vs JBHT
+29.5%
+5.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.8% | -1.1% |
| 7D | +0.7% | -1.6% | +2.3% | +1.5% |
| 30D | +13.6% | -2.3% | +15.9% | +14.5% |
| 3M | -4.9% | -18.5% | +13.5% | +3.2% |
| 6M | -33.9% | -11.3% | -22.6% | -31.6% |
| YTD | +0.8% | +12.6% | -11.8% | -7.5% |
| 1Y | +27.0% | +29.8% | -2.8% | +8.9% |
| 3Y | +73.1% | +28.1% | +45.0% | +42.5% |
| All | +35.1% | +29.5% | +5.6% | +5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling