+90.5%
JEPQ vs UAL
+118.3%
-27.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | -0.2% |
| 7D | +0.7% | +0.7% | 0.0% | +0.5% |
| 30D | +2.0% | -16.1% | +18.1% | +5.2% |
| 3M | +2.0% | +6.1% | -4.1% | +0.5% |
| 6M | +10.4% | +10.8% | -0.4% | +7.2% |
| YTD | +11.6% | -0.4% | +12.0% | +10.1% |
| 1Y | +20.7% | +5.0% | +15.7% | +17.4% |
| 3Y | +70.8% | +124.0% | -53.2% | +38.1% |
| All | +90.5% | +118.3% | -27.8% | +53.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling