+64.2%
CVX vs JBHT
+28.2%
+36.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.7% | -1.5% |
| 7D | -8.0% | -1.4% | -6.6% | -7.9% |
| 30D | +2.6% | -3.1% | +5.6% | +2.9% |
| 3M | +15.2% | -19.5% | +34.8% | +17.9% |
| 6M | +12.5% | -9.6% | +22.1% | +13.0% |
| YTD | +43.6% | +13.3% | +30.3% | +38.5% |
| 1Y | +45.0% | +29.7% | +15.3% | +36.3% |
| All | +64.2% | +28.2% | +36.0% | +46.5% |
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