+592.4%
JBHT vs LPLA
+1,081.7%
-489.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.4% | -0.2% | -2.6% |
| 7D | -1.4% | +7.6% | -9.0% | -3.4% |
| 30D | -3.1% | -9.5% | +6.4% | -0.8% |
| 3M | -19.5% | -16.3% | -3.2% | -16.0% |
| 6M | -9.6% | -8.0% | -1.6% | -8.6% |
| YTD | +13.3% | -15.5% | +28.8% | +16.4% |
| 1Y | +29.7% | -19.4% | +49.1% | +34.9% |
| 3Y | +28.3% | +39.7% | -11.4% | +11.7% |
| 5Y | +18.5% | +83.0% | -64.5% | -7.5% |
| 10Y | +198.1% | +933.4% | -735.3% | +41.0% |
| All | +592.4% | +1,081.7% | -489.3% | +169.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 all: compounded portfolio wealth divided by compounded LPLA 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…
all analysis · Full analysis span regression · 6 months rolling