+112.2%
USO vs JEPI
+7.8%
+104.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -0.8% |
| 7D | +9.1% | -1.0% | +10.1% | +7.1% |
| 30D | +21.7% | -1.4% | +23.1% | +18.6% |
| 3M | +20.2% | +3.5% | +16.7% | +28.4% |
| 6M | +43.4% | +1.9% | +41.4% | +53.8% |
| YTD | +124.0% | +4.4% | +119.5% | +134.6% |
| 1Y | +112.2% | +7.2% | +105.0% | +119.0% |
| All | +112.2% | +7.8% | +104.4% | +119.0% |
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