+307.6%
JCI vs JBHT
+183.5%
+124.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.2% |
| 7D | +2.9% | +0.5% | +2.4% | +2.8% |
| 30D | -6.9% | -0.1% | -6.9% | -7.0% |
| 3M | -6.3% | -14.0% | +7.7% | -2.0% |
| 6M | +2.6% | -5.1% | +7.6% | +2.7% |
| YTD | +21.8% | +18.0% | +3.8% | +11.6% |
| 1Y | +19.6% | +36.5% | -16.9% | +3.4% |
| 3Y | +194.9% | +34.8% | +160.2% | +146.3% |
| 5Y | +108.1% | +21.4% | +86.7% | +77.2% |
| 10Y | +307.6% | +178.0% | +129.7% | +133.6% |
| All | +307.6% | +183.5% | +124.2% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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