-45.6%
CHTR vs JBHT
+34.8%
-80.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.1% | +4.6% | +5.3% |
| 7D | +14.1% | +1.7% | +12.4% | +13.4% |
| 30D | +11.6% | -1.2% | +12.7% | +12.0% |
| 3M | -21.4% | -17.1% | -4.3% | -16.5% |
| 6M | -27.3% | -4.4% | -22.9% | -28.9% |
| YTD | -42.4% | +17.5% | -59.9% | -49.2% |
| 1Y | -45.6% | +32.6% | -78.2% | -55.7% |
| All | -45.6% | +34.8% | -80.4% | -55.7% |
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