+97.3%
USO vs JBHT
+33.2%
+64.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.6% |
| 7D | -10.6% | +0.9% | -11.5% | -10.2% |
| 30D | -4.6% | -1.1% | -3.5% | -4.6% |
| 3M | +12.3% | -14.8% | +27.1% | +8.8% |
| 6M | +5.9% | -7.4% | +13.3% | +8.5% |
| YTD | +104.5% | +17.3% | +87.2% | +133.9% |
| 1Y | +97.3% | +35.3% | +62.0% | +133.3% |
| All | +97.3% | +33.2% | +64.1% | +133.3% |
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