+15.1%
TSLA vs JEPQ
+94.0%
-78.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -1.2% |
| 7D | +3.2% | -0.2% | +3.4% | +3.5% |
| 30D | +11.6% | +0.8% | +10.8% | +9.9% |
| 3M | -8.4% | +4.0% | -12.4% | -14.9% |
| 6M | -10.4% | +10.4% | -20.8% | -26.4% |
| YTD | -18.7% | +11.4% | -30.2% | -34.7% |
| 1Y | -0.9% | +18.9% | -19.8% | -30.3% |
| 3Y | +33.6% | +70.3% | -36.7% | -51.0% |
| All | +15.1% | +94.0% | -78.9% | -62.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling