+990.2%
IBKR vs CAH
+294.8%
+695.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.4% |
| 7D | -1.3% | -5.1% | +3.8% | +0.1% |
| 30D | -0.2% | +0.2% | -0.4% | -0.3% |
| 3M | +3.0% | +6.3% | -3.3% | +0.8% |
| 6M | +33.9% | +9.4% | +24.5% | +29.6% |
| YTD | +42.5% | +15.0% | +27.5% | +35.3% |
| 1Y | +44.9% | +55.4% | -10.6% | +24.1% |
| 3Y | +293.0% | +173.8% | +119.2% | +177.4% |
| 5Y | +497.7% | +395.2% | +102.5% | +244.9% |
| All | +990.2% | +294.8% | +695.4% | +499.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 10y: compounded portfolio wealth divided by compounded CAH 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…
10y analysis · Full analysis span regression · 6 months rolling