+30.1%
NXPI vs JEPQ
+94.0%
-63.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -2.3% | +1.1% | -3.3% | -4.0% |
| 30D | -4.3% | +1.3% | -5.6% | -6.4% |
| 3M | -24.7% | +4.7% | -29.3% | -29.6% |
| 6M | +9.7% | +10.6% | -0.9% | -5.8% |
| YTD | +3.8% | +11.4% | -7.7% | -12.0% |
| 1Y | +1.6% | +19.4% | -17.8% | -22.9% |
| 3Y | +16.0% | +71.7% | -55.7% | -48.6% |
| All | +30.1% | +94.0% | -63.9% | -49.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling