+148.7%
SBUX vs JBHT
+191.4%
-42.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.7% | +2.7% |
| 7D | +4.8% | +0.2% | +4.6% | +4.8% |
| 30D | +20.6% | -2.2% | +22.7% | +21.4% |
| 3M | +4.3% | -16.5% | +20.7% | +10.0% |
| 6M | +5.5% | -8.4% | +13.9% | +7.2% |
| YTD | +32.3% | +16.1% | +16.3% | +22.5% |
| 1Y | +31.2% | +31.9% | -0.8% | +15.7% |
| 3Y | +14.8% | +34.1% | -19.3% | -3.1% |
| 5Y | +8.0% | +20.1% | -12.1% | -7.0% |
| 10Y | +148.7% | +184.7% | -35.9% | +52.0% |
| All | +148.7% | +191.4% | -42.7% | +52.0% |
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