+27.3%
CRDO vs JEPQ
+21.4%
+5.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.3% | +3.6% | +2.8% |
| 7D | -26.7% | +0.7% | -27.4% | -28.5% |
| 30D | -24.1% | +2.0% | -26.0% | -28.4% |
| 3M | -21.6% | +2.0% | -23.6% | -23.4% |
| 6M | +66.3% | +10.4% | +55.9% | +28.1% |
| YTD | +18.5% | +11.6% | +6.9% | -12.8% |
| 1Y | +27.3% | +20.7% | +6.6% | -33.3% |
| All | +27.3% | +21.4% | +5.9% | -33.3% |
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