+47.6%
XOP vs JEPI
+9.5%
+38.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.9% |
| 7D | +2.6% | -0.3% | +2.9% | +2.5% |
| 30D | +15.4% | +0.1% | +15.3% | +15.5% |
| 3M | +12.1% | +4.8% | +7.3% | +12.4% |
| 6M | +19.7% | +1.0% | +18.7% | +25.3% |
| YTD | +52.4% | +5.5% | +46.9% | +50.1% |
| 1Y | +47.6% | +9.2% | +38.3% | +38.1% |
| All | +47.6% | +9.5% | +38.0% | +38.1% |
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