+852.2%
CELH vs JEPI
+92.4%
+759.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -2.6% |
| 7D | -15.8% | -2.0% | -13.7% | -11.9% |
| 30D | -5.2% | -2.0% | -3.2% | -0.8% |
| 3M | -6.1% | +3.8% | -9.9% | -12.8% |
| 6M | -40.9% | +0.8% | -41.7% | -41.6% |
| YTD | -41.8% | +3.7% | -45.5% | -45.8% |
| 1Y | -52.6% | +7.1% | -59.7% | -58.5% |
| 3Y | -60.4% | +29.4% | -89.8% | -77.7% |
| 5Y | -12.6% | +40.8% | -53.4% | -56.5% |
| All | +852.2% | +92.4% | +759.8% | +170.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling