+2,224.6%
LRCX vs JBHT
+192.4%
+2,032.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.7% | +8.9% | +8.6% |
| 7D | -16.2% | -1.6% | -14.6% | -15.2% |
| 30D | -39.2% | -2.3% | -36.9% | -38.5% |
| 3M | -34.4% | -18.5% | -15.9% | -27.0% |
| 6M | -32.4% | -11.3% | -21.2% | -28.9% |
| YTD | +17.4% | +12.6% | +4.9% | +6.3% |
| 1Y | +24.2% | +29.8% | -5.6% | +3.1% |
| 3Y | +221.6% | +28.1% | +193.5% | +156.1% |
| 5Y | +245.2% | +17.7% | +227.5% | +184.9% |
| All | +2,224.6% | +192.4% | +2,032.2% | +1,176.1% |
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