-49.9%
CELH vs JEPQ
+1.9%
-51.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.0% | +3.6% | +0.9% |
| 7D | +6.7% | -9.5% | +16.2% | +12.5% |
| 30D | +10.1% | -12.3% | +22.4% | +18.6% |
| 3M | +3.1% | -8.5% | +11.6% | +7.6% |
| 6M | -10.4% | -5.0% | -5.3% | -11.2% |
| YTD | -34.3% | +0.1% | -34.4% | -40.6% |
| 1Y | -49.9% | +1.3% | -51.2% | -55.9% |
| All | -49.9% | +1.9% | -51.7% | -55.9% |
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