-53.6%
CRWV vs JEPQ
+6.9%
-60.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.2% | +2.3% | -4.8% |
| 7D | -2.3% | -0.2% | -2.1% | -2.6% |
| 30D | -40.3% | -8.2% | -32.2% | -18.4% |
| 3M | -46.0% | -4.1% | -41.9% | -35.6% |
| 6M | -57.1% | -0.8% | -56.3% | -53.5% |
| YTD | -31.6% | +5.5% | -37.2% | -39.7% |
| All | -53.6% | +6.9% | -60.5% | -59.9% |
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