+146.2%
CVE vs JBHT
+15.0%
+131.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.6% | +0.8% | -1.9% |
| 7D | -14.1% | -1.4% | -12.7% | -13.8% |
| 30D | -11.6% | -3.1% | -8.5% | -11.2% |
| 3M | 0.0% | -19.5% | +19.6% | +4.7% |
| 6M | -8.4% | -9.6% | +1.2% | -7.4% |
| YTD | +65.9% | +13.3% | +52.6% | +57.0% |
| 1Y | +69.4% | +29.7% | +39.7% | +54.1% |
| 3Y | +55.9% | +28.3% | +27.6% | +37.1% |
| 5Y | +146.2% | +18.5% | +127.7% | +101.9% |
| All | +146.2% | +15.0% | +131.2% | +101.9% |
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 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