+176.5%
C vs JEPQ
+86.5%
+90.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | -0.4% |
| 7D | -0.4% | -0.3% | -0.1% | -0.2% |
| 30D | -5.3% | -6.6% | +1.2% | +1.0% |
| 3M | -8.0% | -2.6% | -5.4% | -6.0% |
| 6M | -0.3% | +0.5% | -0.7% | -1.5% |
| YTD | +8.6% | +7.1% | +1.5% | +0.7% |
| 1Y | +25.8% | +8.1% | +17.7% | +15.6% |
| 3Y | +221.2% | +61.2% | +160.0% | +102.3% |
| All | +176.5% | +86.5% | +90.1% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling