+102.2%
USO vs JEPI
+10.9%
+91.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.7% | -9.7% | -3.9% |
| 7D | -12.7% | +1.5% | -14.2% | -9.3% |
| 30D | +1.0% | +3.6% | -2.6% | +10.3% |
| 3M | +25.6% | +2.3% | +23.3% | +33.8% |
| 6M | -1.5% | +5.6% | -7.1% | +13.4% |
| YTD | +110.3% | +7.5% | +102.8% | +141.0% |
| 1Y | +102.2% | +10.6% | +91.6% | +132.4% |
| All | +102.2% | +10.9% | +91.2% | +132.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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