-57.2%
COIN vs JEPQ
+1.9%
-59.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -6.0% | -3.7% | +3.1% |
| 7D | -14.8% | -9.5% | -5.3% | +6.6% |
| 30D | -26.3% | -12.3% | -14.0% | -1.1% |
| 3M | -8.7% | -8.5% | -0.2% | +12.2% |
| 6M | -30.8% | -5.0% | -25.8% | -23.7% |
| YTD | -39.5% | +0.1% | -39.6% | -41.5% |
| 1Y | -57.2% | +1.3% | -58.5% | -59.6% |
| All | -57.2% | +1.9% | -59.0% | -59.6% |
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