-6.1%
CELH vs JEPI
+41.5%
-47.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +0.8% |
| 7D | -11.2% | -1.0% | -10.2% | -9.2% |
| 30D | -1.4% | -1.4% | 0.0% | +1.9% |
| 3M | -4.2% | +3.5% | -7.7% | -10.6% |
| 6M | -40.5% | +1.9% | -42.4% | -42.5% |
| YTD | -40.5% | +4.4% | -44.9% | -45.4% |
| 1Y | -53.0% | +7.2% | -60.2% | -59.0% |
| 3Y | -59.1% | +29.8% | -88.8% | -77.6% |
| All | -6.1% | +41.5% | -47.6% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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