+189,107.2%
LRCX vs JBHT
+9,226.7%
+179,880.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.7% | +8.9% | +8.5% |
| 7D | -16.2% | -1.6% | -14.6% | -15.5% |
| 30D | -39.2% | -2.3% | -36.9% | -38.7% |
| 3M | -34.4% | -18.5% | -15.9% | -29.3% |
| 6M | -32.4% | -11.3% | -21.2% | -29.8% |
| YTD | +17.4% | +12.6% | +4.9% | +10.6% |
| 1Y | +24.2% | +29.8% | -5.6% | +10.5% |
| 3Y | +221.6% | +28.1% | +193.5% | +181.0% |
| 5Y | +245.2% | +17.7% | +227.5% | +211.7% |
| 10Y | +2,310.5% | +196.1% | +2,114.3% | +1,426.7% |
| All | +189,107.2% | +9,226.7% | +179,880.5% | +32,682.6% |
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