+184.7%
JBHT vs CNI
+145.2%
+39.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.5% | +0.6% | +1.4% |
| 7D | +0.2% | +0.3% | -0.1% | 0.0% |
| 30D | -2.2% | +8.0% | -10.2% | -7.0% |
| 3M | -16.5% | +1.0% | -17.5% | -16.8% |
| 6M | -8.4% | +15.2% | -23.6% | -16.3% |
| YTD | +16.1% | +30.9% | -14.8% | -2.8% |
| 1Y | +31.9% | +36.2% | -4.2% | +7.5% |
| 3Y | +34.1% | +22.6% | +11.5% | +16.0% |
| 5Y | +20.1% | +6.4% | +13.7% | +13.0% |
| 10Y | +184.7% | +142.0% | +42.7% | +63.7% |
| All | +184.7% | +145.2% | +39.5% | +63.7% |
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