+174.5%
CIEN vs IBKR
+45.1%
+129.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.3% |
| 7D | -15.2% | -3.3% | -11.9% | -13.5% |
| 30D | -21.5% | +4.5% | -26.0% | -23.9% |
| 3M | -40.1% | +6.5% | -46.6% | -42.6% |
| 6M | -6.6% | +34.2% | -40.8% | -23.5% |
| YTD | +37.3% | +44.5% | -7.2% | +5.2% |
| 1Y | +174.5% | +44.7% | +129.8% | +120.7% |
| All | +174.5% | +45.1% | +129.4% | +120.7% |
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 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