+90.2%
JEPQ vs LPLA
+87.9%
+2.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.5% |
| 7D | -0.2% | -1.5% | +1.4% | +0.1% |
| 30D | +0.8% | -6.0% | +6.8% | +1.8% |
| 3M | +4.0% | +24.0% | -20.1% | -0.1% |
| 6M | +10.4% | +17.0% | -6.6% | +6.8% |
| YTD | +11.4% | -0.7% | +12.1% | +10.8% |
| 1Y | +18.9% | +2.1% | +16.8% | +17.3% |
| 3Y | +70.3% | +48.7% | +21.6% | +56.0% |
| All | +90.2% | +87.9% | +2.3% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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