+29.7%
JBHT vs CAPR
+41.9%
-12.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.6% | 0.0% | -3.5% |
| 7D | -1.4% | +29.7% | -31.1% | -1.5% |
| 30D | -3.1% | +11.0% | -14.0% | -3.1% |
| 3M | -19.5% | +118.8% | -138.4% | -19.9% |
| 6M | -9.6% | -73.9% | +64.3% | -9.4% |
| YTD | +13.3% | -70.2% | +83.5% | +13.4% |
| 1Y | +29.7% | +38.3% | -8.6% | +28.6% |
| All | +29.7% | +41.9% | -12.2% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling