+232.2%
LHX vs JBHT
+276.8%
-44.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.6% | -0.4% |
| 7D | -2.5% | +7.1% | -9.6% | -4.3% |
| 30D | -10.4% | +2.3% | -12.7% | -11.1% |
| 3M | -14.9% | -4.5% | -10.5% | -14.3% |
| 6M | -29.6% | +29.2% | -58.8% | -35.0% |
| YTD | -11.8% | +42.2% | -54.0% | -20.9% |
| 1Y | -5.1% | +93.7% | -98.8% | -22.8% |
| 3Y | +61.3% | +53.2% | +8.1% | +37.2% |
| 5Y | +22.4% | +62.4% | -40.0% | -2.1% |
| 10Y | +232.2% | +274.7% | -42.4% | +76.7% |
| All | +232.2% | +276.8% | -44.6% | +76.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling