+341.8%
STX vs JEPQ
+18.0%
+323.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -0.4% |
| 7D | +8.0% | -0.7% | +8.6% | +10.1% |
| 30D | +5.1% | +0.6% | +4.5% | +4.1% |
| 3M | +5.8% | +5.8% | 0.0% | -7.0% |
| 6M | +124.9% | +9.7% | +115.3% | +83.7% |
| YTD | +213.9% | +10.5% | +203.4% | +153.5% |
| All | +341.8% | +18.0% | +323.7% | +167.4% |
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