+281.4%
FCEL vs JEPI
+9.5%
+271.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.9% |
| 7D | -15.8% | -0.3% | -15.5% | -15.1% |
| 30D | -29.3% | +0.1% | -29.4% | -29.6% |
| 3M | -30.1% | +4.8% | -34.9% | -38.8% |
| 6M | +74.4% | +1.0% | +73.4% | +74.9% |
| YTD | +104.5% | +5.5% | +99.0% | +69.1% |
| 1Y | +281.4% | +9.2% | +272.2% | +178.3% |
| All | +281.4% | +9.5% | +271.8% | +178.3% |
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