+187.8%
JBHT vs CASY
+553.2%
-365.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -1.6% | +1.1% | -2.7% | -1.9% |
| 30D | -2.3% | +8.7% | -11.0% | -4.6% |
| 3M | -18.5% | -17.3% | -1.1% | -14.5% |
| 6M | -11.3% | -19.7% | +8.5% | -7.1% |
| YTD | +12.6% | +24.8% | -12.3% | +1.9% |
| 1Y | +29.8% | +31.9% | -2.1% | +15.1% |
| 3Y | +28.1% | +155.4% | -127.3% | -12.6% |
| 5Y | +17.7% | +250.6% | -232.9% | -29.9% |
| All | +187.8% | +553.2% | -365.4% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 10y: compounded portfolio wealth divided by compounded CASY 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…
10y analysis · Full analysis span regression · 6 months rolling