+356.9%
ORLY vs JBHT
+276.8%
+80.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.6% | -2.4% |
| 7D | -2.3% | +7.1% | -9.5% | -4.1% |
| 30D | -8.2% | +2.3% | -10.5% | -8.9% |
| 3M | -3.5% | -4.5% | +1.0% | -2.6% |
| 6M | -9.2% | +29.2% | -38.4% | -15.6% |
| YTD | -5.8% | +42.2% | -48.0% | -14.9% |
| 1Y | -19.3% | +93.7% | -113.0% | -33.7% |
| 3Y | +34.4% | +53.2% | -18.8% | +15.1% |
| 5Y | +117.8% | +62.4% | +55.4% | +76.8% |
| 10Y | +356.9% | +274.7% | +82.3% | +181.7% |
| All | +356.9% | +276.8% | +80.2% | +181.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling