-53.0%
CELH vs JEPQ
+19.0%
-72.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.6% |
| 7D | -11.2% | -0.2% | -11.1% | -11.1% |
| 30D | -1.4% | +0.8% | -2.2% | -2.0% |
| 3M | -4.2% | +4.0% | -8.1% | -7.6% |
| 6M | -40.5% | +10.4% | -50.9% | -47.3% |
| YTD | -40.5% | +11.4% | -51.9% | -48.8% |
| 1Y | -53.0% | +18.9% | -71.9% | -58.0% |
| All | -53.0% | +19.0% | -72.0% | -58.0% |
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