+357.4%
SOXL vs JEPQ
+21.4%
+336.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.3% | +9.6% | +7.6% |
| 7D | +5.3% | +0.7% | +4.7% | +0.2% |
| 30D | -11.2% | +2.0% | -13.2% | -22.0% |
| 3M | -55.4% | +2.0% | -57.3% | -47.5% |
| 6M | +107.1% | +10.4% | +96.7% | +60.6% |
| YTD | +179.0% | +11.6% | +167.4% | +109.8% |
| 1Y | +357.4% | +20.7% | +336.7% | +134.2% |
| All | +357.4% | +21.4% | +336.0% | +134.2% |
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 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