+380.0%
CRWD vs IBKR
+291.8%
+88.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -2.1% |
| 7D | -3.0% | -1.3% | -1.6% | -2.4% |
| 30D | -6.8% | -0.2% | -6.6% | -6.9% |
| 3M | +19.6% | +3.0% | +16.6% | +16.9% |
| 6M | +87.1% | +33.9% | +53.2% | +58.9% |
| YTD | +76.4% | +42.5% | +33.9% | +44.4% |
| 1Y | +90.8% | +44.9% | +46.0% | +54.2% |
| 3Y | +380.0% | +293.0% | +87.0% | +174.5% |
| All | +380.0% | +291.8% | +88.1% | +174.5% |
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 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