+858.2%
CRS vs JBHT
+22.9%
+835.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.3% |
| 7D | +4.4% | +0.5% | +3.9% | +4.3% |
| 30D | -19.1% | -0.1% | -19.1% | -19.2% |
| 3M | -43.2% | -14.0% | -29.2% | -40.1% |
| 6M | -28.9% | -5.1% | -23.8% | -28.8% |
| YTD | -3.0% | +18.0% | -21.0% | -12.1% |
| 1Y | -5.3% | +36.5% | -41.8% | -19.7% |
| 3Y | +363.5% | +34.8% | +328.8% | +279.0% |
| 5Y | +858.2% | +21.4% | +836.7% | +660.4% |
| All | +858.2% | +22.9% | +835.3% | +660.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling