+468.7%
SPCX vs JBHT
+34.6%
+434.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.7% | +9.3% | +12.2% |
| 7D | -0.3% | -1.6% | +1.3% | +7.3% |
| 30D | -19.9% | -2.3% | -17.6% | -19.8% |
| 3M | +16.8% | -18.5% | +35.3% | +93.9% |
| 6M | +510.9% | +0.4% | +510.4% | +657.3% |
| YTD | +516.3% | +12.6% | +503.8% | +666.3% |
| 1Y | +421.3% | +29.8% | +391.5% | +550.7% |
| All | +468.7% | +34.6% | +434.0% | +613.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling