+39.8%
CLSK vs IBKR
+45.1%
-5.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.3% |
| 7D | +8.8% | -3.3% | +12.1% | +13.4% |
| 30D | -6.0% | +4.5% | -10.5% | -12.3% |
| 3M | -24.4% | +6.5% | -30.9% | -30.3% |
| 6M | +19.0% | +34.2% | -15.2% | -21.5% |
| YTD | +25.4% | +44.5% | -19.1% | -25.4% |
| 1Y | +39.8% | +44.7% | -4.9% | -14.4% |
| All | +39.8% | +45.1% | -5.3% | -14.4% |
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