-56.6%
CRWV vs JEPI
+7.6%
-64.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.1% |
| 7D | -15.4% | -2.0% | -13.5% | -11.7% |
| 30D | -47.5% | 0.0% | -47.5% | -47.2% |
| 3M | -45.6% | -0.8% | -44.8% | -44.5% |
| 6M | -66.4% | +3.2% | -69.6% | -68.2% |
| YTD | -35.2% | +4.7% | -39.9% | -41.2% |
| 1Y | -56.6% | +8.0% | -64.6% | -61.8% |
| All | -56.6% | +7.6% | -64.3% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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