-25.1%
RCL vs JBHT
+89.9%
-115.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -0.6% |
| 7D | -5.1% | +4.9% | -10.0% | -5.9% |
| 30D | -19.0% | +0.6% | -19.6% | -19.2% |
| 3M | -9.6% | -3.2% | -6.4% | -9.2% |
| 6M | -6.7% | +17.0% | -23.6% | -10.2% |
| YTD | -3.9% | +41.7% | -45.6% | -8.5% |
| 1Y | -25.1% | +90.0% | -115.1% | -25.4% |
| All | -25.1% | +89.9% | -115.0% | -25.4% |
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