+52.6%
XOM vs JEPQ
+8.1%
+44.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.5% | -4.2% |
| 7D | -7.0% | -4.9% | -2.1% | -9.4% |
| 30D | +3.2% | -6.7% | +9.9% | -0.4% |
| 3M | +10.7% | -3.0% | +13.7% | +9.0% |
| 6M | +11.6% | +1.4% | +10.2% | +12.7% |
| YTD | +43.5% | +6.5% | +37.0% | +48.5% |
| 1Y | +52.6% | +8.4% | +44.2% | +58.9% |
| All | +52.6% | +8.1% | +44.5% | +58.9% |
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