-29.4%
CCL vs JBHT
+186.6%
-216.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.8% |
| 7D | +5.8% | +0.9% | +4.9% | +5.3% |
| 30D | +17.3% | -1.1% | +18.4% | +18.0% |
| 3M | +11.3% | -14.8% | +26.1% | +21.1% |
| 6M | +18.5% | -7.4% | +25.9% | +21.3% |
| YTD | +2.8% | +17.3% | -14.5% | -9.9% |
| 1Y | +16.7% | +35.3% | -18.6% | -6.6% |
| 3Y | +146.0% | +33.9% | +112.1% | +85.7% |
| 5Y | +33.6% | +22.5% | +11.1% | +7.6% |
| 10Y | -29.4% | +181.3% | -210.8% | -63.6% |
| All | -29.4% | +186.6% | -216.0% | -63.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling