+21.9%
CCL vs JEPQ
+8.1%
+13.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.3% | +6.1% |
| 7D | +11.6% | -4.9% | +16.5% | +18.7% |
| 30D | +22.5% | -6.7% | +29.2% | +33.6% |
| 3M | +6.4% | -3.0% | +9.4% | +10.0% |
| 6M | +23.4% | +1.4% | +22.0% | +18.2% |
| YTD | +4.2% | +6.5% | -2.3% | -8.1% |
| 1Y | +21.9% | +8.4% | +13.5% | +6.3% |
| All | +21.9% | +8.1% | +13.7% | +6.3% |
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