+56.1%
LNT vs JBHT
+20.8%
+35.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.0% | +0.7% |
| 7D | +0.6% | +0.4% | +0.2% | +0.5% |
| 30D | +12.4% | -2.0% | +14.4% | +12.6% |
| 3M | +6.7% | -16.3% | +23.0% | +8.5% |
| 6M | +3.9% | -8.2% | +12.2% | +4.4% |
| YTD | +16.5% | +16.3% | +0.2% | +13.4% |
| 1Y | +12.5% | +32.2% | -19.7% | +7.6% |
| 3Y | +66.9% | +34.4% | +32.5% | +56.7% |
| 5Y | +56.1% | +20.3% | +35.7% | +44.2% |
| All | +56.1% | +20.8% | +35.3% | +44.2% |
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