+23.7%
LUV vs JBHT
+191.4%
-167.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.1% | +1.1% | +2.8% |
| 7D | +5.3% | +0.2% | +5.1% | +5.3% |
| 30D | +11.1% | -2.2% | +13.3% | +12.3% |
| 3M | -1.1% | -16.5% | +15.3% | +6.0% |
| 6M | +13.1% | -8.4% | +21.5% | +15.5% |
| YTD | +13.5% | +16.1% | -2.5% | +3.8% |
| 1Y | +45.2% | +31.9% | +13.3% | +25.4% |
| 3Y | +111.4% | +34.1% | +77.3% | +73.9% |
| 5Y | -0.9% | +20.1% | -21.0% | -16.5% |
| 10Y | +23.7% | +184.7% | -161.0% | -35.2% |
| All | +23.7% | +191.4% | -167.7% | -35.2% |
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