-32.0%
CLX vs JBHT
+47.5%
-79.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -1.6% |
| 7D | -9.2% | +4.9% | -14.1% | -9.7% |
| 30D | -11.0% | +0.6% | -11.6% | -11.1% |
| 3M | +5.0% | -3.2% | +8.2% | +5.2% |
| 6M | -18.8% | +17.0% | -35.8% | -20.5% |
| YTD | -4.4% | +41.7% | -46.1% | -8.1% |
| 1Y | -21.9% | +90.0% | -111.8% | -27.1% |
| All | -32.0% | +47.5% | -79.5% | -37.3% |
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