-2.7%
CEG vs IBKR
+45.1%
-47.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.2% | +5.0% |
| 7D | +8.0% | -3.3% | +11.3% | +9.0% |
| 30D | +12.9% | +4.5% | +8.5% | +10.5% |
| 3M | +13.2% | +6.5% | +6.7% | +9.3% |
| 6M | -7.0% | +34.2% | -41.2% | -19.4% |
| YTD | -15.0% | +44.5% | -59.5% | -30.1% |
| 1Y | -2.7% | +44.7% | -47.4% | -16.6% |
| All | -2.7% | +45.1% | -47.8% | -16.6% |
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