+50.8%
CDE vs IBKR
+45.1%
+5.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.6% |
| 7D | +0.5% | -3.3% | +3.8% | +2.8% |
| 30D | +21.9% | +4.5% | +17.4% | +17.3% |
| 3M | +14.9% | +6.5% | +8.5% | +9.2% |
| 6M | -10.5% | +34.2% | -44.7% | -28.5% |
| YTD | +19.3% | +44.5% | -25.2% | -5.6% |
| 1Y | +50.8% | +44.7% | +6.1% | +26.9% |
| All | +50.8% | +45.1% | +5.7% | +26.9% |
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