+82.8%
JEPQ vs LCID
-98.1%
+180.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.7% | +4.6% | +2.2% |
| 7D | -0.3% | +8.9% | -9.2% | -1.0% |
| 30D | -6.6% | +6.8% | -13.4% | -7.2% |
| 3M | -2.6% | -45.2% | +42.7% | +1.1% |
| 6M | +0.5% | -39.1% | +39.6% | +2.3% |
| YTD | +7.1% | -65.3% | +72.4% | +12.9% |
| 1Y | +8.1% | -78.4% | +86.5% | +17.8% |
| 3Y | +61.2% | -90.3% | +151.5% | +78.6% |
| All | +82.8% | -98.1% | +180.9% | +142.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling