+37.9%
SHEL vs JBHT
+93.0%
-55.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.4% | +2.2% | +2.6% |
| 7D | +1.9% | +7.1% | -5.2% | +2.1% |
| 30D | +8.7% | +2.3% | +6.3% | +8.8% |
| 3M | +11.0% | -4.5% | +15.5% | +11.0% |
| 6M | +14.6% | +29.2% | -14.7% | +15.2% |
| YTD | +33.3% | +42.2% | -8.9% | +34.3% |
| 1Y | +37.9% | +93.7% | -55.9% | +39.9% |
| All | +37.9% | +93.0% | -55.1% | +39.9% |
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