+2,547.4%
LRCX vs JBHT
+186.6%
+2,360.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | 0.0% |
| 7D | -3.6% | +0.9% | -4.5% | -3.7% |
| 30D | -30.3% | -1.1% | -29.1% | -29.9% |
| 3M | -27.3% | -14.8% | -12.5% | -21.1% |
| 6M | -24.2% | -7.4% | -16.8% | -22.2% |
| YTD | +30.3% | +17.3% | +13.0% | +15.3% |
| 1Y | +34.3% | +35.3% | -1.0% | +9.0% |
| 3Y | +232.6% | +33.9% | +198.7% | +158.2% |
| 5Y | +286.2% | +22.5% | +263.7% | +211.5% |
| 10Y | +2,547.4% | +181.3% | +2,366.1% | +1,133.4% |
| All | +2,547.4% | +186.6% | +2,360.8% | +1,133.4% |
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 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