+81.3%
ORCL vs JEPQ
+86.5%
-5.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.0% | +6.8% | +6.2% |
| 7D | +3.8% | -0.3% | +4.1% | +4.3% |
| 30D | -6.6% | -6.6% | 0.0% | +2.8% |
| 3M | -11.4% | -2.6% | -8.9% | -7.2% |
| 6M | -33.3% | +0.5% | -33.8% | -32.3% |
| YTD | -33.3% | +7.1% | -40.4% | -37.0% |
| 1Y | -44.9% | +8.1% | -53.0% | -48.4% |
| 3Y | +17.6% | +61.2% | -43.5% | -25.4% |
| All | +81.3% | +86.5% | -5.2% | +4.5% |
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