+12.5%
RIVN vs JEPQ
+8.1%
+4.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.9% | +4.9% | +4.4% |
| 7D | +20.5% | -4.9% | +25.4% | +29.7% |
| 30D | -3.7% | -6.7% | +3.0% | +7.3% |
| 3M | -10.8% | -3.0% | -7.8% | -7.3% |
| 6M | -3.1% | +1.4% | -4.5% | -5.7% |
| YTD | -28.7% | +6.5% | -35.1% | -36.1% |
| 1Y | +12.5% | +8.4% | +4.1% | -4.7% |
| All | +12.5% | +8.1% | +4.3% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling