+82.8%
JEPQ vs UAL
+132.1%
-49.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.8% | +3.8% | +2.3% |
| 7D | -0.3% | +2.3% | -2.6% | -0.7% |
| 30D | -6.6% | +13.3% | -19.9% | -8.8% |
| 3M | -2.6% | -6.3% | +3.7% | -1.7% |
| 6M | +0.5% | +22.5% | -22.0% | -4.1% |
| YTD | +7.1% | +5.9% | +1.3% | +4.2% |
| 1Y | +8.1% | +24.7% | -16.6% | +1.8% |
| 3Y | +61.2% | +211.6% | -150.4% | +21.0% |
| All | +82.8% | +132.1% | -49.2% | +45.6% |
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