+1,376.8%
STX vs JEPQ
+70.7%
+1,306.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.8% |
| 7D | +9.6% | +1.1% | +8.5% | +7.6% |
| 30D | +10.6% | +1.3% | +9.3% | +8.5% |
| 3M | +4.8% | +4.7% | +0.1% | -0.8% |
| 6M | +137.3% | +10.6% | +126.6% | +109.1% |
| YTD | +222.5% | +11.4% | +211.1% | +183.5% |
| 1Y | +366.2% | +19.4% | +346.8% | +278.2% |
| All | +1,376.8% | +70.7% | +1,306.1% | +700.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling