+94.0%
EOG vs JBHT
+20.8%
+73.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | +0.3% |
| 7D | -6.0% | +0.4% | -6.4% | -6.1% |
| 30D | +0.9% | -2.0% | +2.8% | +1.1% |
| 3M | +10.9% | -16.3% | +27.2% | +14.6% |
| 6M | +15.8% | -8.2% | +24.0% | +16.7% |
| YTD | +45.8% | +16.3% | +29.5% | +37.9% |
| 1Y | +45.3% | +32.2% | +13.1% | +32.8% |
| 3Y | +36.2% | +34.4% | +1.8% | +19.9% |
| 5Y | +94.0% | +20.3% | +73.6% | +64.7% |
| All | +94.0% | +20.8% | +73.2% | +64.7% |
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