+1,283.9%
LSCC vs JBHT
+207.9%
+1,076.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.7% |
| 7D | +3.0% | +1.7% | +1.3% | +2.1% |
| 30D | -19.3% | -1.2% | -18.1% | -19.0% |
| 3M | -22.3% | -17.1% | -5.1% | -15.0% |
| 6M | -14.6% | -4.4% | -10.2% | -14.4% |
| YTD | +45.8% | +17.5% | +28.3% | +30.1% |
| 1Y | +69.6% | +32.6% | +37.0% | +41.5% |
| 3Y | +86.1% | +33.0% | +53.1% | +50.6% |
| 5Y | +30.7% | +20.3% | +10.4% | +9.9% |
| 10Y | +1,283.9% | +209.1% | +1,074.8% | +670.3% |
| All | +1,283.9% | +207.9% | +1,076.0% | +670.3% |
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