+17.4%
NXPI vs JEPQ
+69.3%
-51.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +2.8% |
| 7D | +0.7% | -0.7% | +1.3% | +1.8% |
| 30D | -4.2% | +0.6% | -4.7% | -5.2% |
| 3M | -20.4% | +5.8% | -26.2% | -27.3% |
| 6M | +12.5% | +9.7% | +2.9% | -2.7% |
| YTD | +5.2% | +10.5% | -5.3% | -10.2% |
| 1Y | +5.1% | +18.4% | -13.3% | -20.2% |
| All | +17.4% | +69.3% | -51.9% | -46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling