+138.7%
CSCO vs JEPQ
+94.2%
+44.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.5% | +1.4% | -2.0% | -1.7% |
| 30D | -10.1% | +1.3% | -11.4% | -11.1% |
| 3M | -11.7% | +3.8% | -15.6% | -14.4% |
| 6M | +40.1% | +12.2% | +27.9% | +27.9% |
| YTD | +43.8% | +11.6% | +32.2% | +32.1% |
| 1Y | +66.6% | +19.9% | +46.7% | +44.6% |
| 3Y | +108.5% | +71.9% | +36.6% | +35.7% |
| All | +138.7% | +94.2% | +44.5% | +43.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling