-32.2%
CRCL vs JEPI
+7.8%
-40.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | -1.3% |
| 7D | -11.2% | -1.0% | -10.2% | -9.0% |
| 30D | +27.1% | -1.4% | +28.5% | +31.4% |
| 3M | +9.6% | +3.5% | +6.1% | +0.6% |
| 6M | -19.7% | +1.9% | -21.6% | -23.2% |
| YTD | +14.2% | +4.4% | +9.8% | -1.5% |
| 1Y | -32.2% | +7.2% | -39.4% | -46.7% |
| All | -32.2% | +7.8% | -40.0% | -46.7% |
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