+712.9%
COHR vs JBHT
+183.5%
+529.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.6% | +8.6% | +8.9% |
| 7D | +20.2% | +0.5% | +19.7% | +20.4% |
| 30D | -18.6% | -0.1% | -18.5% | -18.4% |
| 3M | -28.6% | -14.0% | -14.6% | -23.0% |
| 6M | -38.2% | -5.1% | -33.2% | -38.1% |
| YTD | +27.1% | +18.0% | +9.0% | +11.1% |
| 1Y | +48.4% | +36.5% | +11.9% | +18.8% |
| 3Y | +590.3% | +34.8% | +555.6% | +437.3% |
| 5Y | +258.7% | +21.4% | +237.3% | +194.6% |
| 10Y | +712.9% | +178.0% | +534.9% | +311.4% |
| All | +712.9% | +183.5% | +529.4% | +311.4% |
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