+55.4%
CCL vs JBHT
+47.5%
+7.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -1.2% |
| 7D | -5.0% | +4.9% | -9.9% | -7.2% |
| 30D | -20.3% | +0.6% | -20.9% | -20.7% |
| 3M | -15.1% | -3.2% | -11.9% | -14.3% |
| 6M | -15.1% | +17.0% | -32.1% | -21.9% |
| YTD | -21.8% | +41.7% | -63.4% | -33.9% |
| 1Y | -24.8% | +90.0% | -114.8% | -44.7% |
| All | +55.4% | +47.5% | +7.9% | +22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling