+90.2%
JEPQ vs FSLR
+168.4%
-78.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FSLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.8% | +4.6% | +0.3% |
| 7D | +1.1% | +0.2% | +0.8% | +1.0% |
| 30D | +1.3% | -15.1% | +16.5% | +2.9% |
| 3M | +4.7% | -22.5% | +27.2% | +7.0% |
| 6M | +10.6% | +4.0% | +6.7% | +9.9% |
| YTD | +11.4% | -22.3% | +33.7% | +13.2% |
| 1Y | +19.4% | 0.0% | +19.4% | +18.2% |
| 3Y | +71.7% | +10.9% | +60.8% | +62.2% |
| All | +90.2% | +168.4% | -78.2% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FSLR.
Daily Out/Under-Performance
Portfolio return minus FSLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FSLR 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 FSLR 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