+1,307.2%
CRDO vs JEPQ
+94.0%
+1,213.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | -0.4% |
| 7D | -4.5% | -0.2% | -4.3% | -4.0% |
| 30D | -39.2% | +0.8% | -40.0% | -40.1% |
| 3M | -38.5% | +4.0% | -42.4% | -41.7% |
| 6M | +40.6% | +10.4% | +30.2% | +16.5% |
| YTD | +13.2% | +11.4% | +1.8% | -7.6% |
| 1Y | +2.3% | +18.9% | -16.6% | -26.1% |
| 3Y | +942.5% | +70.3% | +872.3% | +340.3% |
| All | +1,307.2% | +94.0% | +1,213.2% | +443.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling