+90.5%
JEPQ vs LCID
-97.6%
+188.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.2% |
| 7D | +0.7% | -6.6% | +7.3% | +1.1% |
| 30D | +2.0% | -30.1% | +32.1% | +4.4% |
| 3M | +2.0% | -17.6% | +19.6% | +2.1% |
| 6M | +10.4% | -54.4% | +64.8% | +15.0% |
| YTD | +11.6% | -55.7% | +67.3% | +16.1% |
| 1Y | +20.7% | -71.0% | +91.7% | +29.0% |
| 3Y | +70.8% | -92.6% | +163.5% | +96.7% |
| All | +90.5% | -97.6% | +188.1% | +148.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling