+25.1%
CELH vs JBHT
+22.5%
+2.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | +0.8% |
| 7D | +0.8% | +7.0% | -6.2% | -1.8% |
| 30D | +19.3% | +0.5% | +18.8% | +18.9% |
| 3M | +12.6% | -17.4% | +30.0% | +20.2% |
| 6M | +16.4% | -1.7% | +18.1% | +14.4% |
| YTD | -29.1% | +20.7% | -49.9% | -37.3% |
| 1Y | -26.3% | +41.1% | -67.4% | -39.4% |
| 3Y | -40.1% | +38.0% | -78.1% | -53.1% |
| All | +25.1% | +22.5% | +2.5% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling