+411.8%
OSCR vs JBHT
+51.9%
+359.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.3% |
| 7D | +10.7% | +7.1% | +3.5% | +8.6% |
| 30D | +18.3% | +2.3% | +16.0% | +17.4% |
| 3M | +20.5% | -4.5% | +25.0% | +21.6% |
| 6M | +138.5% | +29.2% | +109.3% | +119.1% |
| YTD | +129.7% | +42.2% | +87.5% | +105.2% |
| 1Y | +62.8% | +93.7% | -31.0% | +32.7% |
| 3Y | +411.8% | +53.2% | +358.6% | +332.5% |
| All | +411.8% | +51.9% | +359.9% | +332.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling