+90.2%
JEPQ vs EXPD
+91.6%
-1.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.4% |
| 7D | +1.1% | +1.2% | -0.1% | +0.8% |
| 30D | +1.3% | +5.2% | -3.9% | 0.0% |
| 3M | +4.7% | +13.2% | -8.5% | +1.3% |
| 6M | +10.6% | +30.3% | -19.7% | +3.0% |
| YTD | +11.4% | +27.0% | -15.6% | +3.9% |
| 1Y | +19.4% | +57.3% | -37.9% | +4.1% |
| 3Y | +71.7% | +70.0% | +1.7% | +42.9% |
| All | +90.2% | +91.6% | -1.4% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EXPD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling