-46.8%
CPNG vs IBKR
+45.1%
-91.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.3% |
| 7D | -7.4% | -3.3% | -4.2% | -6.4% |
| 30D | -4.4% | +4.5% | -8.9% | -6.6% |
| 3M | -7.5% | +6.5% | -14.0% | -10.7% |
| 6M | -19.9% | +34.2% | -54.1% | -30.6% |
| YTD | -35.2% | +44.5% | -79.6% | -44.4% |
| 1Y | -46.8% | +44.7% | -91.5% | -53.9% |
| All | -46.8% | +45.1% | -91.9% | -53.9% |
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