+290,000.9%
LRCX vs JBHT
+11,637.0%
+278,363.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.3% | +4.0% |
| 7D | +1.9% | +4.9% | -3.0% | 0.0% |
| 30D | +0.1% | +0.6% | -0.5% | -0.1% |
| 3M | -8.5% | -3.2% | -5.3% | -7.3% |
| 6M | +38.1% | +17.0% | +21.1% | +29.5% |
| YTD | +80.1% | +41.7% | +38.4% | +56.0% |
| 1Y | +208.1% | +90.0% | +118.1% | +133.6% |
| 3Y | +350.2% | +47.0% | +303.2% | +274.0% |
| 5Y | +430.7% | +58.3% | +372.4% | +328.4% |
| 10Y | +3,633.2% | +273.9% | +3,359.3% | +2,071.5% |
| All | +290,000.9% | +11,637.0% | +278,363.9% | +46,127.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling