+55.0%
CSX vs IBKR
+43.8%
+11.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.3% | +1.5% |
| 7D | +0.1% | -3.8% | +3.9% | +0.7% |
| 30D | -1.5% | -0.3% | -1.2% | -1.5% |
| 3M | +6.0% | +4.8% | +1.2% | +4.5% |
| 6M | +20.6% | +30.8% | -10.2% | +13.1% |
| YTD | +36.5% | +39.5% | -2.9% | +25.6% |
| 1Y | +55.0% | +43.7% | +11.3% | +37.5% |
| All | +55.0% | +43.8% | +11.1% | +37.5% |
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 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