+57.7%
LYV vs JBHT
+22.9%
+34.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.9% |
| 7D | -1.6% | +0.5% | -2.1% | -1.8% |
| 30D | +6.2% | -0.1% | +6.3% | +6.1% |
| 3M | -1.7% | -14.0% | +12.3% | +1.7% |
| 6M | +10.5% | -5.1% | +15.6% | +10.4% |
| YTD | +26.4% | +18.0% | +8.4% | +17.5% |
| 1Y | +27.0% | +36.5% | -9.5% | +12.8% |
| 3Y | +105.9% | +34.8% | +71.1% | +77.5% |
| 5Y | +57.7% | +21.4% | +36.2% | +33.8% |
| All | +57.7% | +22.9% | +34.8% | +33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling