+40.8%
JEPI vs LCID
-97.9%
+138.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.4% |
| 7D | -2.0% | -9.1% | +7.1% | -1.7% |
| 30D | -2.0% | -37.6% | +35.6% | -0.4% |
| 3M | +3.8% | -11.1% | +14.8% | +3.5% |
| 6M | +0.8% | -59.2% | +60.0% | +3.4% |
| YTD | +3.7% | -60.5% | +64.2% | +6.3% |
| 1Y | +7.1% | -78.5% | +85.6% | +12.2% |
| 3Y | +29.4% | -92.8% | +122.2% | +38.3% |
| 5Y | +40.8% | -97.9% | +138.7% | +54.9% |
| All | +40.8% | -97.9% | +138.7% | +54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling