+7.9%
JEPI vs LSCC
+74.7%
-66.7%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | -0.5% |
| 7D | -1.1% | +1.4% | -2.5% | -1.2% |
| 30D | -1.3% | -10.0% | +8.8% | -0.8% |
| 3M | +3.3% | -16.1% | +19.4% | +3.9% |
| 6M | +1.0% | +27.4% | -26.4% | -2.0% |
| YTD | +4.2% | +56.9% | -52.7% | -0.4% |
| 1Y | +7.9% | +74.6% | -66.6% | +2.7% |
| All | +7.9% | +74.7% | -66.7% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 1y: compounded portfolio wealth divided by compounded LSCC 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…
1y analysis · Full analysis span regression · 6 months rolling