+29.5%
EOG vs JBHT
+27.4%
+2.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | -11.1% | -1.6% | -9.5% | -11.0% |
| 30D | +2.7% | -2.3% | +5.0% | +2.9% |
| 3M | +8.8% | -18.5% | +27.2% | +11.5% |
| 6M | +10.8% | -11.3% | +22.1% | +11.9% |
| YTD | +44.6% | +12.6% | +32.0% | +39.6% |
| 1Y | +44.6% | +29.8% | +14.8% | +35.8% |
| 3Y | +29.5% | +28.1% | +1.4% | +15.9% |
| All | +29.5% | +27.4% | +2.1% | +15.9% |
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 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