+70.3%
JEPQ vs LUV
+40.8%
+29.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.6% |
| 7D | -0.2% | -1.0% | +0.8% | 0.0% |
| 30D | +0.8% | -12.4% | +13.1% | +2.8% |
| 3M | +4.0% | -11.0% | +15.0% | +5.7% |
| 6M | +10.4% | -5.0% | +15.4% | +10.7% |
| YTD | +11.4% | -3.8% | +15.2% | +10.8% |
| 1Y | +18.9% | +25.9% | -7.0% | +12.7% |
| 3Y | +70.3% | +42.2% | +28.0% | +52.8% |
| All | +70.3% | +40.8% | +29.5% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 3y: compounded portfolio wealth divided by compounded LUV 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…
3y analysis · Full analysis span regression · 6 months rolling