+51.5%
LHX vs JBHT
+27.4%
+24.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.3% | +0.8% |
| 7D | -6.4% | -1.6% | -4.8% | -6.2% |
| 30D | +11.2% | -2.3% | +13.5% | +11.4% |
| 3M | -9.8% | -18.5% | +8.7% | -8.0% |
| 6M | -13.2% | -11.3% | -2.0% | -12.7% |
| YTD | -10.4% | +12.6% | -22.9% | -12.6% |
| 1Y | -7.3% | +29.8% | -37.1% | -11.0% |
| 3Y | +51.5% | +28.1% | +23.4% | +36.8% |
| All | +51.5% | +27.4% | +24.1% | +36.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling