-21.2%
CRDO vs JEPQ
+8.3%
-29.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.9% | -10.5% | -12.6% |
| 7D | -21.4% | -4.9% | -16.5% | -6.5% |
| 30D | -35.8% | -6.7% | -29.1% | -17.5% |
| 3M | -42.6% | -3.0% | -39.6% | -34.3% |
| 6M | -24.2% | +1.4% | -25.6% | -21.1% |
| YTD | -5.1% | +6.5% | -11.6% | -13.1% |
| All | -21.2% | +8.3% | -29.5% | -30.2% |
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