+50.8%
CDE vs JBHT
+89.9%
-39.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.7% | -2.8% |
| 7D | +0.5% | +4.9% | -4.4% | -1.1% |
| 30D | +21.9% | +0.6% | +21.3% | +21.6% |
| 3M | +14.9% | -3.2% | +18.1% | +15.7% |
| 6M | -10.5% | +17.0% | -27.5% | -17.0% |
| YTD | +19.3% | +41.7% | -22.4% | +6.6% |
| 1Y | +50.8% | +90.0% | -39.2% | +26.4% |
| All | +50.8% | +89.9% | -39.1% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling