-24.8%
CCL vs IBKR
+45.1%
-69.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | -5.0% | -3.3% | -1.8% | -3.8% |
| 30D | -20.3% | +4.5% | -24.8% | -22.2% |
| 3M | -15.1% | +6.5% | -21.6% | -18.6% |
| 6M | -15.1% | +34.2% | -49.3% | -27.9% |
| YTD | -21.8% | +44.5% | -66.2% | -35.3% |
| 1Y | -24.8% | +44.7% | -69.5% | -35.9% |
| All | -24.8% | +45.1% | -69.9% | -35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling