+49.9%
CG vs JBHT
+35.7%
+14.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.7% |
| 7D | -3.8% | +0.5% | -4.3% | -3.9% |
| 30D | +7.5% | -0.1% | +7.6% | +7.5% |
| 3M | -14.4% | -14.0% | -0.3% | -9.3% |
| 6M | -15.7% | -5.1% | -10.6% | -15.6% |
| YTD | -29.0% | +18.0% | -47.0% | -36.6% |
| 1Y | -22.1% | +36.5% | -58.6% | -35.3% |
| All | +49.9% | +35.7% | +14.2% | +24.6% |
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