-49.5%
ORCL vs IBKR
+10.3%
-59.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.5% | -2.3% |
| 7D | -14.4% | -6.8% | -7.6% | -9.9% |
| 30D | -12.8% | -12.5% | -0.3% | -4.1% |
| 3M | -14.8% | -12.0% | -2.7% | -7.1% |
| 6M | -30.9% | -4.5% | -26.4% | -28.8% |
| YTD | -35.7% | +21.5% | -57.1% | -43.6% |
| 1Y | -49.5% | +10.6% | -60.1% | -53.4% |
| All | -49.5% | +10.3% | -59.8% | -53.4% |
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