+274.7%
JBHT vs SCCO
+1,146.4%
-871.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.9% | -4.6% | -0.9% |
| 7D | +7.1% | +3.4% | +3.7% | +6.1% |
| 30D | +2.3% | +6.6% | -4.3% | +0.3% |
| 3M | -4.5% | +24.5% | -29.0% | -10.8% |
| 6M | +29.2% | +16.5% | +12.7% | +21.5% |
| YTD | +42.2% | +52.1% | -9.9% | +22.4% |
| 1Y | +93.7% | +114.2% | -20.4% | +50.1% |
| 3Y | +53.2% | +207.4% | -154.2% | +2.6% |
| 5Y | +62.4% | +353.7% | -291.3% | -7.0% |
| 10Y | +274.7% | +1,144.5% | -869.8% | +48.9% |
| All | +274.7% | +1,146.4% | -871.8% | +48.9% |
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