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  • JBHT vs CPB✓SelectedUSD · CPBJBHT vs CPB performance historyLatest closeAs of+2.81%09/04
Stock and ETF performance explorer

JBHT vs CPB

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+90.0%
CPB return
-32.6%
Excess return
+122.6%
Maximum drawdown
-15.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioCPBExcessAlpha
1D+2.8%-3.4%+6.2%+3.2%
7D+4.9%-8.6%+13.5%+5.8%
30D+0.6%-7.2%+7.8%+1.2%
3M-3.2%+0.9%-4.1%-3.6%
6M+17.0%-11.8%+28.8%+18.4%
YTD+41.7%-19.4%+61.1%+45.0%
1Y+90.0%-30.4%+120.4%+99.6%
All+90.0%-32.6%+122.6%+99.6%

Cumulative growth

Daily Returns

Daily percentage return beside CPB.

Daily Out/Under-Performance

Portfolio return minus CPB return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CPB 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 1y: compounded portfolio wealth divided by compounded CPB 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…

1y analysis · Full analysis span regression · 6 months rolling