+3,645.9%
LRCX vs JBHT
+273.4%
+3,372.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.3% | +3.5% |
| 7D | +1.9% | +4.9% | -3.0% | -0.9% |
| 30D | +0.1% | +0.6% | -0.5% | -0.2% |
| 3M | -8.5% | -3.2% | -5.3% | -6.9% |
| 6M | +38.1% | +17.0% | +21.1% | +25.0% |
| YTD | +80.1% | +41.7% | +38.4% | +44.4% |
| 1Y | +208.1% | +90.0% | +118.1% | +101.3% |
| 3Y | +350.2% | +47.0% | +303.2% | +235.5% |
| 5Y | +430.7% | +58.3% | +372.4% | +269.7% |
| All | +3,645.9% | +273.4% | +3,372.5% | +1,330.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling