+146.0%
FCEL vs JEPI
+7.8%
+138.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +0.2% |
| 7D | +6.3% | -1.0% | +7.3% | +8.8% |
| 30D | -26.7% | -1.4% | -25.3% | -24.1% |
| 3M | -10.2% | +3.5% | -13.7% | -19.3% |
| 6M | +123.5% | +1.9% | +121.6% | +111.5% |
| YTD | +117.4% | +4.4% | +112.9% | +84.9% |
| 1Y | +146.0% | +7.2% | +138.8% | +94.3% |
| All | +146.0% | +7.8% | +138.2% | +94.3% |
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