+1,235.1%
CDNS vs JBHT
+186.6%
+1,048.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.3% | -1.8% |
| 7D | +2.4% | +0.9% | +1.5% | +2.2% |
| 30D | -6.0% | -1.1% | -4.9% | -5.7% |
| 3M | -0.1% | -14.8% | +14.7% | +4.8% |
| 6M | -8.6% | -7.4% | -1.1% | -7.6% |
| YTD | +6.1% | +17.3% | -11.2% | -3.3% |
| 1Y | +0.8% | +35.3% | -34.5% | -13.3% |
| 3Y | +26.8% | +33.9% | -7.2% | +5.5% |
| 5Y | +86.9% | +22.5% | +64.3% | +58.4% |
| 10Y | +1,235.1% | +181.3% | +1,053.8% | +686.5% |
| All | +1,235.1% | +186.6% | +1,048.5% | +686.5% |
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