+90.2%
JEPQ vs QXO
-28.3%
+118.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.2% | -7.8% | +7.6% | -0.1% |
| 30D | +0.8% | -18.1% | +18.9% | +1.0% |
| 3M | +4.0% | -25.8% | +29.7% | +4.2% |
| 6M | +10.4% | -41.7% | +52.1% | +10.8% |
| YTD | +11.4% | -36.2% | +47.6% | +11.8% |
| 1Y | +18.9% | -42.1% | +61.0% | +19.3% |
| 3Y | +70.3% | -46.2% | +116.4% | +68.3% |
| All | +90.2% | -28.3% | +118.5% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 QXO 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