+173.0%
GOOGL vs JEPQ
+94.0%
+79.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.1% |
| 7D | -1.9% | +1.1% | -2.9% | -3.2% |
| 30D | -7.5% | +1.3% | -8.8% | -9.0% |
| 3M | -9.2% | +4.7% | -13.9% | -14.6% |
| 6M | +8.1% | +10.6% | -2.6% | -5.4% |
| YTD | +5.8% | +11.4% | -5.6% | -8.5% |
| 1Y | +38.3% | +19.4% | +18.9% | +9.4% |
| 3Y | +144.8% | +71.7% | +73.1% | +16.5% |
| All | +173.0% | +94.0% | +79.0% | +11.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling