+1,122.2%
LRCX vs JEPI
+92.4%
+1,029.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.2% | -4.6% |
| 7D | +1.8% | -2.0% | +3.9% | +6.4% |
| 30D | -4.3% | -2.0% | -2.3% | -0.2% |
| 3M | -7.3% | +3.8% | -11.1% | -14.8% |
| 6M | +38.6% | +0.8% | +37.7% | +36.1% |
| YTD | +74.4% | +3.7% | +70.7% | +62.1% |
| 1Y | +179.1% | +7.1% | +172.0% | +143.4% |
| 3Y | +357.7% | +29.4% | +328.3% | +177.2% |
| 5Y | +424.9% | +40.8% | +384.1% | +178.1% |
| All | +1,122.2% | +92.4% | +1,029.7% | +234.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded JEPI 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling