+49.3%
CCL vs JEPQ
+70.7%
-21.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | 0.0% |
| 7D | -3.2% | -0.2% | -3.1% | -3.0% |
| 30D | -17.8% | +0.8% | -18.6% | -18.8% |
| 3M | -18.7% | +4.0% | -22.6% | -23.9% |
| 6M | -11.4% | +10.4% | -21.8% | -24.1% |
| YTD | -24.3% | +11.4% | -35.7% | -36.0% |
| 1Y | -28.8% | +18.9% | -47.7% | -45.8% |
| 3Y | +49.3% | +70.3% | -21.0% | -32.4% |
| All | +49.3% | +70.7% | -21.4% | -32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling