+35.5%
JBHT vs LCID
-80.6%
+116.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -11.3% | +11.3% | +0.8% |
| 7D | +4.2% | +9.2% | -5.1% | +3.4% |
| 30D | -0.4% | -3.0% | +2.6% | -0.5% |
| 3M | -17.3% | -50.2% | +32.9% | -14.1% |
| 6M | -3.5% | -45.8% | +42.3% | -1.1% |
| YTD | +18.0% | -69.2% | +87.2% | +28.7% |
| 1Y | +35.5% | -80.4% | +115.9% | +63.2% |
| All | +35.5% | -80.6% | +116.1% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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