+368.0%
CRS vs JBHT
+31.6%
+336.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +3.1% | +6.6% | +8.7% |
| 7D | +4.9% | +0.2% | +4.7% | +4.9% |
| 30D | -20.8% | -2.2% | -18.7% | -20.3% |
| 3M | -46.4% | -16.5% | -30.0% | -43.6% |
| 6M | -28.6% | -8.4% | -20.1% | -27.6% |
| YTD | -2.8% | +16.1% | -18.9% | -9.2% |
| 1Y | -6.7% | +31.9% | -38.7% | -16.5% |
| 3Y | +368.0% | +34.1% | +333.9% | +322.9% |
| All | +368.0% | +31.6% | +336.4% | +322.9% |
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 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