+90.4%
JEPQ vs LPLA
+86.0%
+4.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.4% |
| 7D | +1.4% | -2.1% | +3.5% | +1.8% |
| 30D | +1.3% | -3.3% | +4.7% | +1.9% |
| 3M | +3.8% | +23.5% | -19.7% | -0.2% |
| 6M | +12.2% | +12.0% | +0.2% | +9.4% |
| YTD | +11.6% | -1.7% | +13.2% | +11.1% |
| 1Y | +19.9% | +3.2% | +16.7% | +18.0% |
| 3Y | +71.9% | +46.2% | +25.7% | +57.9% |
| All | +90.4% | +86.0% | +4.4% | +56.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling