+178.0%
JBHT vs SCCO
+681.3%
-503.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.3% |
| 7D | +0.5% | -2.4% | +2.9% | +1.1% |
| 30D | -0.1% | -16.5% | +16.4% | +4.5% |
| 3M | -14.0% | -10.4% | -3.7% | -12.2% |
| 6M | -5.1% | -2.8% | -2.3% | -6.4% |
| YTD | +18.0% | +27.2% | -9.1% | +5.8% |
| 1Y | +36.5% | +33.6% | +2.9% | +20.5% |
| 3Y | +34.8% | +182.4% | -147.6% | -8.9% |
| 5Y | +21.4% | +262.8% | -241.3% | -26.8% |
| 10Y | +178.0% | +724.4% | -546.4% | +20.2% |
| All | +178.0% | +681.3% | -503.3% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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