+34.0%
SHEL vs JBHT
+31.8%
+2.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.3% | -0.2% |
| 7D | -5.8% | +0.2% | -6.0% | -5.8% |
| 30D | -1.3% | -2.2% | +0.9% | -1.3% |
| 3M | +12.7% | -16.5% | +29.2% | +13.0% |
| 6M | +19.9% | -8.4% | +28.3% | +20.6% |
| YTD | +38.3% | +16.1% | +22.2% | +39.5% |
| All | +34.0% | +31.8% | +2.1% | +33.1% |
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 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