-30.2%
LBRT vs JBHT
+29.5%
-59.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.7% | +6.0% | +5.4% |
| 7D | -29.1% | -1.6% | -27.6% | -29.0% |
| 30D | -38.4% | -2.3% | -36.1% | -38.4% |
| 3M | -40.1% | -18.5% | -21.6% | -39.6% |
| 6M | -62.9% | -11.3% | -51.6% | -62.6% |
| YTD | -34.5% | +12.6% | -47.1% | -38.9% |
| 1Y | -30.2% | +29.8% | -60.0% | -37.5% |
| All | -30.2% | +29.5% | -59.7% | -37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling