-49.2%
CHTR vs JBHT
+89.0%
-138.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -2.5% | -5.6% | -7.6% |
| 7D | -15.8% | +2.9% | -18.7% | -16.2% |
| 30D | -12.7% | +0.6% | -13.3% | -12.9% |
| 3M | -1.1% | -6.6% | +5.5% | 0.0% |
| 6M | -39.9% | +23.6% | -63.5% | -42.0% |
| YTD | -35.9% | +38.6% | -74.4% | -38.4% |
| 1Y | -49.2% | +91.5% | -140.6% | -50.0% |
| All | -49.2% | +89.0% | -138.1% | -50.0% |
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