+37.9%
NXPI vs JEPQ
+94.0%
-56.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.7% | +3.2% |
| 7D | +3.9% | -0.2% | +4.0% | +4.1% |
| 30D | +1.4% | +0.8% | +0.6% | +0.1% |
| 3M | -21.5% | +4.0% | -25.5% | -26.0% |
| 6M | +19.4% | +10.4% | +9.0% | +2.8% |
| YTD | +9.9% | +11.4% | -1.5% | -6.7% |
| 1Y | +7.9% | +18.9% | -11.0% | -17.5% |
| 3Y | +22.7% | +70.3% | -47.6% | -44.9% |
| All | +37.9% | +94.0% | -56.1% | -46.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling