+444.5%
CORZ vs IBKR
+302.1%
+142.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.8% | +6.5% | +6.3% |
| 7D | +16.6% | +0.6% | +15.9% | +15.8% |
| 30D | -10.9% | +3.7% | -14.5% | -14.6% |
| 3M | -31.0% | +4.2% | -35.3% | -33.9% |
| 6M | +26.0% | +36.6% | -10.6% | -5.2% |
| YTD | +28.6% | +41.9% | -13.2% | -5.8% |
| 1Y | +34.5% | +49.5% | -15.0% | -6.1% |
| All | +444.5% | +302.1% | +142.3% | +73.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling