+93.8%
JEPI vs LPLA
+424.9%
-331.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -1.1% | -1.5% | +0.4% | -0.9% |
| 30D | -1.3% | -6.0% | +4.7% | -0.5% |
| 3M | +3.3% | +21.4% | -18.0% | +0.7% |
| 6M | +1.0% | +12.1% | -11.1% | -0.8% |
| YTD | +4.2% | -1.8% | +6.1% | +3.9% |
| 1Y | +7.9% | +3.2% | +4.7% | +6.6% |
| 3Y | +30.0% | +45.9% | -15.9% | +21.4% |
| 5Y | +40.9% | +144.7% | -103.7% | +20.7% |
| All | +93.8% | +424.9% | -331.2% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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