+274.7%
JBHT vs CNI
+127.4%
+147.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.3% |
| 7D | +7.1% | +2.5% | +4.6% | +5.4% |
| 30D | +2.3% | -2.5% | +4.8% | +4.1% |
| 3M | -4.5% | +2.7% | -7.2% | -6.0% |
| 6M | +29.2% | +16.9% | +12.3% | +16.7% |
| YTD | +42.2% | +26.3% | +15.8% | +21.8% |
| 1Y | +93.7% | +31.1% | +62.6% | +61.1% |
| 3Y | +53.2% | +21.1% | +32.1% | +33.7% |
| 5Y | +62.4% | +11.0% | +51.4% | +48.5% |
| 10Y | +274.7% | +128.1% | +146.6% | +121.1% |
| All | +274.7% | +127.4% | +147.3% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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