+53.3%
LNT vs JBHT
+15.0%
+38.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.1% | 0.0% |
| 7D | +4.7% | -1.4% | +6.1% | +4.9% |
| 30D | +13.0% | -3.1% | +16.1% | +13.4% |
| 3M | +5.4% | -19.5% | +25.0% | +7.7% |
| 6M | +2.0% | -9.6% | +11.6% | +2.7% |
| YTD | +16.5% | +13.3% | +3.2% | +13.7% |
| 1Y | +13.3% | +29.7% | -16.4% | +8.6% |
| 3Y | +58.7% | +28.3% | +30.4% | +50.2% |
| 5Y | +53.3% | +18.5% | +34.8% | +41.4% |
| All | +53.3% | +15.0% | +38.3% | +41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling