-42.1%
QXO vs JEPI
+7.8%
-49.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -2.8% |
| 7D | -7.8% | -1.0% | -6.8% | -3.7% |
| 30D | -18.1% | -1.4% | -16.7% | -12.7% |
| 3M | -25.8% | +3.5% | -29.3% | -35.8% |
| 6M | -41.7% | +1.9% | -43.6% | -45.1% |
| YTD | -36.2% | +4.4% | -40.6% | -44.9% |
| 1Y | -42.1% | +7.2% | -49.3% | -53.8% |
| All | -42.1% | +7.8% | -49.9% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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