+410.8%
CNQ vs JBHT
+182.5%
+228.3%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.0% | +0.5% |
| 7D | +2.5% | +7.0% | -4.6% | +0.1% |
| 30D | -4.0% | +0.5% | -4.5% | -4.4% |
| 3M | +5.5% | -17.4% | +22.8% | +11.6% |
| 6M | +7.5% | -1.7% | +9.2% | +6.1% |
| YTD | +51.2% | +20.7% | +30.5% | +36.5% |
| 1Y | +57.3% | +41.1% | +16.2% | +33.3% |
| 3Y | +71.0% | +38.0% | +33.0% | +38.7% |
| 5Y | +206.1% | +22.5% | +183.7% | +153.1% |
| All | +410.8% | +182.5% | +228.3% | +170.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling