-8.5%
CRDO vs JEPQ
+17.6%
-26.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.7% | -7.2% | -5.4% |
| 7D | -12.0% | -0.9% | -11.1% | -9.0% |
| 30D | -42.3% | -0.8% | -41.4% | -40.0% |
| 3M | -40.2% | +2.6% | -42.7% | -42.3% |
| 6M | +27.5% | +11.8% | +15.7% | -6.1% |
| YTD | +4.3% | +10.6% | -6.3% | -20.7% |
| All | -8.5% | +17.6% | -26.1% | -44.8% |
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