+361.6%
LRCX vs JEPI
+30.1%
+331.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -1.5% |
| 7D | -3.1% | -1.0% | -2.1% | -0.9% |
| 30D | -8.6% | -1.4% | -7.1% | -5.7% |
| 3M | -17.7% | +3.5% | -21.2% | -24.5% |
| 6M | +36.4% | +1.9% | +34.4% | +30.3% |
| YTD | +74.5% | +4.4% | +70.1% | +58.8% |
| 1Y | +159.4% | +7.2% | +152.3% | +123.7% |
| 3Y | +361.6% | +29.8% | +331.8% | +180.1% |
| All | +361.6% | +30.1% | +331.5% | +180.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling