+82.2%
JEPQ vs UAL
+114.3%
-32.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.7% |
| 7D | +3.4% | -3.0% | +6.4% | +3.9% |
| 30D | -5.6% | +10.5% | -16.1% | -7.5% |
| 3M | -4.2% | -13.5% | +9.3% | -1.9% |
| 6M | -0.2% | +14.2% | -14.4% | -3.5% |
| YTD | +6.7% | -2.2% | +9.0% | +5.3% |
| 1Y | +9.5% | +12.5% | -3.0% | +5.1% |
| 3Y | +60.5% | +186.8% | -126.3% | +22.3% |
| All | +82.2% | +114.3% | -32.1% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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