+596.3%
CDE vs JBHT
+38.8%
+557.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.3% | -4.5% | -3.0% |
| 7D | -9.6% | +7.0% | -16.7% | -11.8% |
| 30D | -6.7% | +0.5% | -7.2% | -7.0% |
| 3M | -24.2% | -17.4% | -6.9% | -19.4% |
| 6M | -29.1% | -1.7% | -27.4% | -29.7% |
| YTD | -21.5% | +20.7% | -42.2% | -27.4% |
| 1Y | -7.4% | +41.1% | -48.5% | -18.6% |
| 3Y | +596.3% | +38.0% | +558.3% | +462.9% |
| All | +596.3% | +38.8% | +557.5% | +462.9% |
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 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