+82.6%
USO vs JBHT
+47.5%
+35.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | +0.1% |
| 7D | +9.5% | +4.9% | +4.6% | +9.8% |
| 30D | +23.6% | +0.6% | +23.0% | +23.7% |
| 3M | +3.8% | -3.2% | +7.0% | +3.7% |
| 6M | +55.0% | +17.0% | +38.1% | +58.0% |
| YTD | +105.3% | +41.7% | +63.6% | +108.6% |
| 1Y | +91.4% | +90.0% | +1.4% | +93.3% |
| All | +82.6% | +47.5% | +35.0% | +83.5% |
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