+288.2%
JCI vs JBHT
+186.6%
+101.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -0.6% |
| 7D | -5.9% | +0.9% | -6.8% | -6.1% |
| 30D | -10.4% | -1.1% | -9.3% | -10.1% |
| 3M | -6.1% | -14.8% | +8.7% | -1.4% |
| 6M | +1.7% | -7.4% | +9.2% | +2.8% |
| YTD | +18.9% | +17.3% | +1.5% | +9.2% |
| 1Y | +16.1% | +35.3% | -19.2% | +0.8% |
| 3Y | +187.8% | +33.9% | +153.9% | +141.0% |
| 5Y | +103.2% | +22.5% | +80.7% | +72.2% |
| 10Y | +288.2% | +181.3% | +106.9% | +126.7% |
| All | +288.2% | +186.6% | +101.6% | +126.7% |
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