-49.5%
CELH vs JEPQ
+21.4%
-70.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.2% |
| 7D | -7.0% | +0.7% | -7.7% | -7.5% |
| 30D | +5.2% | +2.0% | +3.2% | +3.6% |
| 3M | +10.5% | +2.0% | +8.5% | +8.8% |
| 6M | -32.7% | +10.4% | -43.1% | -40.4% |
| YTD | -33.0% | +11.6% | -44.6% | -42.3% |
| 1Y | -49.5% | +20.7% | -70.2% | -51.5% |
| All | -49.5% | +21.4% | -70.9% | -51.5% |
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 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