+22.1%
LBRT vs JBHT
+47.5%
-25.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +0.6% |
| 7D | +8.7% | +4.9% | +3.9% | +7.1% |
| 30D | +6.6% | +0.6% | +6.0% | +6.3% |
| 3M | -34.5% | -3.2% | -31.3% | -34.1% |
| 6M | -24.5% | +17.0% | -41.4% | -29.3% |
| YTD | +12.7% | +41.7% | -28.9% | -2.8% |
| 1Y | +94.8% | +90.0% | +4.9% | +45.8% |
| All | +22.1% | +47.5% | -25.4% | -4.9% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling