+42,983.1%
SBUX vs JBHT
+6,509.7%
+36,473.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.6% | +0.3% | -2.3% |
| 7D | +0.6% | -1.4% | +2.0% | +1.0% |
| 30D | +10.5% | -3.1% | +13.5% | +11.3% |
| 3M | +0.7% | -19.5% | +20.3% | +6.1% |
| 6M | +2.3% | -9.6% | +11.9% | +4.1% |
| YTD | +28.4% | +13.3% | +15.0% | +22.5% |
| 1Y | +31.4% | +29.7% | +1.7% | +20.9% |
| 3Y | +11.5% | +28.3% | -16.8% | +0.6% |
| 5Y | +2.2% | +18.5% | -16.2% | -6.7% |
| 10Y | +149.7% | +198.1% | -48.4% | +75.4% |
| All | +42,983.1% | +6,509.7% | +36,473.4% | +14,956.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling