+826.4%
FCX vs JEPI
+94.5%
+731.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +6.0% | +6.6% |
| 7D | +5.7% | -0.2% | +6.0% | +6.1% |
| 30D | +10.1% | -0.6% | +10.6% | +11.3% |
| 3M | +20.2% | +4.8% | +15.4% | +9.5% |
| 6M | +29.7% | +2.1% | +27.6% | +24.7% |
| YTD | +51.9% | +4.8% | +47.1% | +38.8% |
| 1Y | +66.0% | +8.4% | +57.5% | +42.3% |
| 3Y | +102.7% | +30.8% | +72.0% | +23.3% |
| 5Y | +138.9% | +41.0% | +97.9% | +29.8% |
| All | +826.4% | +94.5% | +731.9% | +122.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling