+187.8%
JBHT vs COO
+41.2%
+146.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.2% | 0.0% |
| 7D | -1.6% | +4.7% | -6.3% | -3.3% |
| 30D | -2.3% | +13.9% | -16.2% | -7.1% |
| 3M | -18.5% | -14.9% | -3.5% | -14.2% |
| 6M | -11.3% | +2.0% | -13.3% | -13.4% |
| YTD | +12.6% | -23.9% | +36.5% | +23.3% |
| 1Y | +29.8% | -9.6% | +39.4% | +32.6% |
| 3Y | +28.1% | -25.4% | +53.5% | +36.7% |
| 5Y | +17.7% | -41.2% | +58.9% | +34.6% |
| All | +187.8% | +41.2% | +146.5% | +172.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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