+59.9%
JBHT vs LCID
-97.6%
+157.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +2.7% |
| 7D | +4.9% | -6.6% | +11.5% | +5.5% |
| 30D | +0.6% | -30.1% | +30.7% | +3.5% |
| 3M | -3.2% | -17.6% | +14.4% | -3.1% |
| 6M | +17.0% | -54.4% | +71.4% | +22.9% |
| YTD | +41.7% | -55.7% | +97.4% | +48.6% |
| 1Y | +90.0% | -71.0% | +161.0% | +105.6% |
| 3Y | +47.0% | -92.6% | +139.6% | +73.5% |
| All | +59.9% | -97.6% | +157.5% | +98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling