+88.7%
JEPQ vs LUV
-10.1%
+98.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -0.7% | -0.1% | -0.6% | -0.6% |
| 30D | +0.6% | -14.6% | +15.2% | +3.5% |
| 3M | +5.8% | -5.7% | +11.5% | +6.7% |
| 6M | +9.7% | -8.4% | +18.1% | +10.7% |
| YTD | +10.5% | -5.1% | +15.7% | +10.0% |
| 1Y | +18.4% | +26.6% | -8.2% | +10.4% |
| 3Y | +70.3% | +39.7% | +30.6% | +49.4% |
| All | +88.7% | -10.1% | +98.8% | +99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling