+46.0%
XOM vs JEPQ
+21.4%
+24.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.6% |
| 7D | +1.8% | +0.7% | +1.1% | +2.1% |
| 30D | +5.9% | +2.0% | +3.9% | +6.8% |
| 3M | +5.6% | +2.0% | +3.6% | +6.8% |
| 6M | +7.9% | +10.4% | -2.5% | +13.6% |
| YTD | +35.2% | +11.6% | +23.6% | +41.8% |
| 1Y | +46.0% | +20.7% | +25.3% | +73.4% |
| All | +46.0% | +21.4% | +24.6% | +73.4% |
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