+86.9%
USO vs JEPQ
+94.0%
-7.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | +6.2% | +1.1% | +5.2% | +6.1% |
| 30D | +19.1% | +1.3% | +17.8% | +18.9% |
| 3M | +14.2% | +4.7% | +9.5% | +13.4% |
| 6M | +43.7% | +10.6% | +33.1% | +41.1% |
| YTD | +116.8% | +11.4% | +105.4% | +112.1% |
| 1Y | +104.3% | +19.4% | +84.9% | +95.4% |
| 3Y | +91.5% | +71.7% | +19.8% | +64.2% |
| All | +86.9% | +94.0% | -7.0% | +54.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling