+27.5%
EOG vs JBHT
+28.2%
-0.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -1.0% |
| 7D | -10.7% | -1.4% | -9.3% | -10.5% |
| 30D | +1.1% | -3.1% | +4.2% | +1.4% |
| 3M | +8.7% | -19.5% | +28.2% | +11.6% |
| 6M | +4.4% | -9.6% | +13.9% | +5.1% |
| YTD | +42.4% | +13.3% | +29.1% | +37.4% |
| 1Y | +42.1% | +29.7% | +12.4% | +33.6% |
| All | +27.5% | +28.2% | -0.7% | +14.0% |
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 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