+208.1%
LRCX vs JEPQ
+21.4%
+186.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.8% | +4.1% |
| 7D | +1.9% | +0.7% | +1.2% | -0.3% |
| 30D | +0.1% | +2.0% | -1.9% | -5.9% |
| 3M | -8.5% | +2.0% | -10.5% | -10.9% |
| 6M | +38.1% | +10.4% | +27.7% | +9.1% |
| YTD | +80.1% | +11.6% | +68.5% | +39.2% |
| 1Y | +208.1% | +20.7% | +187.4% | +70.4% |
| All | +208.1% | +21.4% | +186.7% | +70.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling