+87.1%
CRWD vs IBKR
+34.2%
+52.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.9% |
| 7D | -3.0% | -1.3% | -1.6% | -2.5% |
| 30D | -6.8% | -0.2% | -6.6% | -6.7% |
| 3M | +19.6% | +3.0% | +16.6% | +18.0% |
| 6M | +87.1% | +33.9% | +53.2% | +65.2% |
| All | +87.1% | +34.2% | +52.9% | +65.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling