+219.8%
CB vs IBKR
+1,011.6%
-791.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.3% |
| 7D | -0.7% | -1.3% | +0.7% | -0.4% |
| 30D | -1.2% | -0.2% | -1.0% | -1.4% |
| 3M | +3.8% | +3.0% | +0.8% | +2.3% |
| 6M | +5.8% | +33.9% | -28.1% | -3.0% |
| YTD | +9.4% | +42.5% | -33.1% | -2.0% |
| 1Y | +20.7% | +44.9% | -24.2% | +6.8% |
| 3Y | +70.1% | +293.0% | -222.9% | +4.1% |
| 5Y | +101.4% | +497.7% | -396.3% | +2.8% |
| All | +219.8% | +1,011.6% | -791.8% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 10y: compounded portfolio wealth divided by compounded IBKR 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…
10y analysis · Full analysis span regression · 6 months rolling