+813.9%
CTAS vs JBHT
+192.0%
+621.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.8% | -0.7% |
| 7D | -0.7% | +0.4% | -1.2% | -0.9% |
| 30D | +10.3% | -2.0% | +12.2% | +10.8% |
| 3M | +10.2% | -16.3% | +26.5% | +16.1% |
| 6M | +34.4% | -8.2% | +42.6% | +36.2% |
| YTD | +19.6% | +16.3% | +3.3% | +10.0% |
| 1Y | +21.8% | +32.2% | -10.4% | +6.5% |
| 3Y | +74.1% | +34.4% | +39.7% | +44.3% |
| 5Y | +114.0% | +20.3% | +93.7% | +80.6% |
| 10Y | +813.9% | +185.2% | +628.7% | +393.0% |
| All | +813.9% | +192.0% | +621.9% | +393.0% |
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