+82.2%
JEPQ vs LCID
-98.5%
+180.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.2% | +8.2% | -0.4% |
| 7D | +3.4% | -10.2% | +13.6% | +4.1% |
| 30D | -5.6% | -10.2% | +4.6% | -5.2% |
| 3M | -4.2% | -54.1% | +50.0% | +0.6% |
| 6M | -0.2% | -53.8% | +53.6% | +3.6% |
| YTD | +6.7% | -72.0% | +78.8% | +14.2% |
| 1Y | +9.5% | -80.5% | +90.0% | +20.1% |
| 3Y | +60.5% | -92.6% | +153.1% | +81.4% |
| All | +82.2% | -98.5% | +180.6% | +144.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling