+50.6%
JBHT vs CASY
+215.7%
-165.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.8% |
| 7D | +4.9% | +0.1% | +4.8% | +4.9% |
| 30D | +0.6% | -11.3% | +11.9% | +1.8% |
| 3M | -3.2% | -0.6% | -2.6% | -3.5% |
| 6M | +17.0% | +10.7% | +6.2% | +14.1% |
| YTD | +41.7% | +37.1% | +4.5% | +34.0% |
| 1Y | +90.0% | +52.3% | +37.7% | +76.1% |
| All | +50.6% | +215.7% | -165.1% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling