+506.1%
SPCX vs JBHT
+40.3%
+465.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -3.7% |
| 7D | +1.3% | +0.9% | +0.3% | -4.9% |
| 30D | -12.0% | -1.1% | -10.9% | -15.2% |
| 3M | +3.1% | -14.8% | +17.9% | +37.4% |
| 6M | +457.1% | +33.4% | +423.8% | +222.2% |
| YTD | +457.1% | +33.4% | +423.8% | +222.2% |
| 1Y | +457.1% | +33.4% | +423.8% | +222.2% |
| All | +506.1% | +40.3% | +465.7% | +252.6% |
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