+425.9%
CORZ vs IBKR
+299.1%
+126.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.7% | -2.7% |
| 7D | +7.6% | +1.3% | +6.3% | +6.4% |
| 30D | -6.9% | -0.3% | -6.6% | -7.3% |
| 3M | -33.0% | +4.7% | -37.7% | -36.0% |
| 6M | +19.3% | +34.0% | -14.7% | -8.7% |
| YTD | +24.2% | +40.8% | -16.6% | -8.4% |
| 1Y | +24.5% | +45.7% | -21.2% | -11.1% |
| All | +425.9% | +299.1% | +126.8% | +68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling