+307.4%
RCL vs JBHT
+22.2%
+285.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.4% |
| 7D | +8.5% | +0.9% | +7.6% | +8.1% |
| 30D | +20.4% | -1.1% | +21.5% | +21.0% |
| 3M | +11.0% | -14.8% | +25.8% | +18.1% |
| 6M | +24.9% | -7.4% | +32.3% | +26.4% |
| YTD | +23.9% | +17.3% | +6.5% | +9.8% |
| 1Y | +30.8% | +35.3% | -4.5% | +7.5% |
| 3Y | +270.4% | +33.9% | +236.4% | +187.9% |
| All | +307.4% | +22.2% | +285.2% | +211.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling