+110.4%
CB vs JBHT
+21.5%
+88.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +2.0% |
| 7D | +5.3% | +1.7% | +3.5% | +5.0% |
| 30D | +13.2% | -1.2% | +14.4% | +13.3% |
| 3M | +7.8% | -17.1% | +24.9% | +9.8% |
| 6M | +15.8% | -4.4% | +20.2% | +15.6% |
| YTD | +21.0% | +17.5% | +3.5% | +17.4% |
| 1Y | +32.2% | +32.6% | -0.4% | +26.1% |
| 3Y | +76.7% | +33.0% | +43.7% | +66.1% |
| 5Y | +110.4% | +20.3% | +90.0% | +94.8% |
| All | +110.4% | +21.5% | +88.9% | +94.8% |
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