+17.9%
LMT vs IBKR
+45.1%
-27.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.4% |
| 7D | -6.3% | -3.3% | -3.0% | -6.1% |
| 30D | -8.5% | +4.5% | -13.0% | -8.8% |
| 3M | +1.8% | +6.5% | -4.7% | +0.9% |
| 6M | -19.9% | +34.2% | -54.1% | -22.9% |
| YTD | +10.6% | +44.5% | -33.9% | +6.1% |
| 1Y | +17.9% | +44.7% | -26.7% | +14.2% |
| All | +17.9% | +45.1% | -27.2% | +14.2% |
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 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