+273.3%
JBHT vs CPB
-47.3%
+320.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.4% | +6.2% | +3.3% |
| 7D | +4.9% | -8.6% | +13.5% | +6.2% |
| 30D | +0.6% | -7.2% | +7.8% | +1.5% |
| 3M | -3.2% | +0.9% | -4.1% | -3.6% |
| 6M | +17.0% | -11.8% | +28.8% | +18.6% |
| YTD | +41.7% | -19.4% | +61.1% | +45.3% |
| 1Y | +90.0% | -30.4% | +120.4% | +99.1% |
| 3Y | +47.0% | -40.2% | +87.1% | +55.9% |
| 5Y | +58.3% | -39.5% | +97.8% | +66.6% |
| All | +273.3% | -47.3% | +320.6% | +304.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling