+69.1%
CSCO vs JEPQ
+19.0%
+50.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.6% | +3.6% |
| 7D | +2.7% | -0.2% | +2.8% | +2.8% |
| 30D | -9.5% | +0.8% | -10.3% | -10.2% |
| 3M | -7.6% | +4.0% | -11.6% | -10.9% |
| 6M | +44.9% | +10.4% | +34.5% | +33.6% |
| YTD | +47.7% | +11.4% | +36.3% | +35.7% |
| 1Y | +69.1% | +18.9% | +50.2% | +47.6% |
| All | +69.1% | +19.0% | +50.1% | +47.6% |
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