-38.5%
CRCL vs JEPI
+7.1%
-45.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -3.3% | -5.5% | -1.2% |
| 7D | -13.1% | -2.7% | -10.5% | -7.2% |
| 30D | -17.4% | -0.3% | -17.1% | -16.4% |
| 3M | +9.8% | -1.3% | +11.1% | +13.8% |
| 6M | -39.2% | +2.5% | -41.7% | -41.6% |
| YTD | -12.4% | +4.0% | -16.3% | -22.2% |
| 1Y | -38.5% | +6.8% | -45.4% | -52.0% |
| All | -38.5% | +7.1% | -45.6% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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