+29.6%
LUV vs JBHT
+89.9%
-60.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.8% | -0.5% | +1.5% |
| 7D | +0.4% | +4.9% | -4.5% | -0.9% |
| 30D | -18.4% | +0.6% | -19.0% | -18.6% |
| 3M | -3.2% | -3.2% | 0.0% | -2.6% |
| 6M | -14.8% | +17.0% | -31.8% | -19.7% |
| YTD | -2.9% | +41.7% | -44.5% | -11.3% |
| 1Y | +29.6% | +90.0% | -60.4% | +17.9% |
| All | +29.6% | +89.9% | -60.3% | +17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling