-58.1%
CLSK vs JEPQ
+8.1%
-66.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.9% | -17.5% | -19.5% |
| 7D | -20.7% | -4.9% | -15.8% | -6.8% |
| 30D | -45.5% | -6.7% | -38.8% | -31.2% |
| 3M | -52.0% | -3.0% | -49.0% | -45.9% |
| 6M | -47.0% | +1.4% | -48.3% | -48.3% |
| YTD | -32.8% | +6.5% | -39.3% | -43.2% |
| 1Y | -58.1% | +8.4% | -66.5% | -66.5% |
| All | -58.1% | +8.1% | -66.2% | -66.5% |
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