+105.1%
OSCR vs JBHT
+34.8%
+70.2%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.1% | +7.5% | +8.3% |
| 7D | +15.5% | +1.7% | +13.8% | +14.9% |
| 30D | +8.5% | -1.2% | +9.7% | +8.9% |
| 3M | +15.8% | -17.1% | +33.0% | +21.2% |
| 6M | +89.5% | -4.4% | +93.9% | +87.2% |
| YTD | +144.9% | +17.5% | +127.4% | +114.5% |
| 1Y | +105.1% | +32.6% | +72.5% | +61.0% |
| All | +105.1% | +34.8% | +70.2% | +61.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling