+319.6%
CRS vs JBHT
+27.4%
+292.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -1.7% | -1.6% | -0.1% | -1.1% |
| 30D | -28.8% | -2.3% | -26.5% | -28.4% |
| 3M | -50.0% | -18.5% | -31.5% | -47.0% |
| 6M | -39.2% | -11.3% | -27.9% | -37.8% |
| YTD | -11.4% | +12.6% | -24.0% | -16.5% |
| 1Y | -11.7% | +29.8% | -41.4% | -20.6% |
| 3Y | +319.6% | +28.1% | +291.6% | +279.3% |
| All | +319.6% | +27.4% | +292.3% | +279.3% |
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