+90.2%
JEPQ vs LNT
+35.0%
+55.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | +1.1% | +0.2% | +0.9% | +1.0% |
| 30D | +1.3% | -0.5% | +1.8% | +1.4% |
| 3M | +4.7% | -5.5% | +10.2% | +5.4% |
| 6M | +10.6% | -3.8% | +14.4% | +10.9% |
| YTD | +11.4% | +6.8% | +4.6% | +9.4% |
| 1Y | +19.4% | +9.3% | +10.1% | +16.6% |
| 3Y | +71.7% | +47.9% | +23.8% | +55.2% |
| All | +90.2% | +35.0% | +55.2% | +78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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