+53.9%
KO vs JEPQ
+94.0%
-40.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | +0.2% | -0.2% | +0.4% | +0.3% |
| 30D | +1.8% | +0.8% | +1.0% | +1.7% |
| 3M | +7.7% | +4.0% | +3.7% | +7.0% |
| 6M | +15.3% | +10.4% | +4.9% | +13.1% |
| YTD | +28.0% | +11.4% | +16.5% | +25.3% |
| 1Y | +34.3% | +18.9% | +15.4% | +29.5% |
| 3Y | +63.8% | +70.3% | -6.5% | +37.5% |
| All | +53.9% | +94.0% | -40.1% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 2021-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded JEPQ 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling