+44.9%
IBKR vs CASY
+14.3%
+30.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.9% | +4.1% | +2.2% |
| 7D | -1.3% | -18.6% | +17.2% | -1.0% |
| 30D | -0.2% | -26.6% | +26.4% | +0.2% |
| 3M | +3.0% | -32.8% | +35.7% | +3.9% |
| 6M | +33.9% | -10.0% | +43.9% | +30.1% |
| YTD | +42.5% | +11.6% | +30.9% | +38.2% |
| 1Y | +44.9% | +11.5% | +33.4% | +42.0% |
| All | +44.9% | +14.3% | +30.6% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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