+4.6%
TSLA vs JEPQ
+21.4%
-16.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.3% | -6.2% | -6.5% |
| 7D | +1.5% | +0.7% | +0.9% | +0.2% |
| 30D | +10.1% | +2.0% | +8.1% | +6.1% |
| 3M | -15.4% | +2.0% | -17.4% | -17.4% |
| 6M | -12.8% | +10.4% | -23.2% | -25.8% |
| YTD | -21.3% | +11.6% | -32.9% | -34.8% |
| 1Y | +4.6% | +20.7% | -16.1% | -36.3% |
| All | +4.6% | +21.4% | -16.8% | -36.3% |
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