+77.3%
CLSK vs JEPQ
+94.0%
-16.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.8% | +6.0% | +4.6% |
| 7D | +7.7% | -0.2% | +7.9% | +8.3% |
| 30D | +12.2% | +0.8% | +11.5% | +10.5% |
| 3M | -15.5% | +4.0% | -19.4% | -22.9% |
| 6M | +39.3% | +10.4% | +29.0% | +10.2% |
| YTD | +35.1% | +11.4% | +23.6% | +5.9% |
| 1Y | +34.0% | +18.9% | +15.1% | -9.8% |
| 3Y | +226.3% | +70.3% | +156.0% | -10.2% |
| All | +77.3% | +94.0% | -16.7% | -56.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling