+492.7%
SPCX vs JBHT
+41.2%
+451.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +13.2% | +4.2% | +9.0% | -10.4% |
| 30D | -10.6% | -0.4% | -10.2% | -18.0% |
| 3M | -4.2% | -17.3% | +13.1% | +50.8% |
| 6M | +536.7% | +5.3% | +531.3% | +504.9% |
| YTD | +542.4% | +18.0% | +524.3% | +512.1% |
| 1Y | +446.0% | +35.5% | +410.5% | +422.2% |
| All | +492.7% | +41.2% | +451.5% | +470.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling