+78.8%
JEPI vs LCID
-95.9%
+174.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.7% |
| 7D | -1.0% | -9.8% | +8.8% | -0.7% |
| 30D | -1.4% | -35.5% | +34.1% | -0.2% |
| 3M | +3.5% | -18.4% | +21.9% | +3.6% |
| 6M | +1.9% | -60.5% | +62.4% | +4.1% |
| YTD | +4.4% | -60.1% | +64.5% | +6.4% |
| 1Y | +7.2% | -78.8% | +86.0% | +11.1% |
| 3Y | +29.8% | -92.8% | +122.5% | +36.3% |
| 5Y | +41.7% | -97.9% | +139.6% | +51.6% |
| All | +78.8% | -95.9% | +174.7% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 10y: compounded portfolio wealth divided by compounded LCID 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…
10y analysis · Full analysis span regression · 6 months rolling