-38.5%
CRCL vs JEPQ
+1.9%
-40.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -6.0% | -2.8% | +4.3% |
| 7D | -13.1% | -9.5% | -3.6% | +8.9% |
| 30D | -17.4% | -12.3% | -5.1% | +11.5% |
| 3M | +9.8% | -8.5% | +18.3% | +35.1% |
| 6M | -39.2% | -5.0% | -34.1% | -31.9% |
| YTD | -12.4% | +0.1% | -12.5% | -13.7% |
| 1Y | -38.5% | +1.3% | -39.9% | -40.9% |
| All | -38.5% | +1.9% | -40.4% | -40.9% |
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