+7.7%
AAL vs JEPQ
+8.1%
-0.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.4% | +5.3% |
| 7D | +8.3% | -4.9% | +13.3% | +14.8% |
| 30D | +6.2% | -6.7% | +12.9% | +15.3% |
| 3M | -17.7% | -3.0% | -14.7% | -14.9% |
| 6M | +15.4% | +1.4% | +14.0% | +11.5% |
| YTD | -11.1% | +6.5% | -17.5% | -20.5% |
| 1Y | +7.7% | +8.4% | -0.6% | -5.3% |
| All | +7.7% | +8.1% | -0.4% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 1y: compounded portfolio wealth divided by compounded JEPQ 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…
1y analysis · Full analysis span regression · 6 months rolling