+14.2%
LMT vs IBKR
+46.7%
-32.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.3% |
| 7D | -0.2% | -1.3% | +1.1% | -0.1% |
| 30D | -13.1% | -0.2% | -12.8% | -13.1% |
| 3M | -3.9% | +3.0% | -6.8% | -4.6% |
| 6M | -18.3% | +33.9% | -52.1% | -21.7% |
| YTD | +10.3% | +42.5% | -32.2% | +5.1% |
| 1Y | +14.2% | +44.9% | -30.6% | +9.4% |
| All | +14.2% | +46.7% | -32.5% | +9.4% |
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