+596.2%
STX vs JBHT
+28.2%
+568.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -3.6% | -12.7% | -15.2% |
| 7D | -33.4% | -1.4% | -32.0% | -33.0% |
| 30D | -42.1% | -3.1% | -39.0% | -41.5% |
| 3M | -44.3% | -19.5% | -24.7% | -40.6% |
| 6M | -39.4% | -9.6% | -29.8% | -38.5% |
| YTD | +70.0% | +13.3% | +56.6% | +58.0% |
| 1Y | +70.2% | +29.7% | +40.5% | +51.3% |
| All | +596.2% | +28.2% | +568.0% | +518.8% |
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