+32.1%
ORCL vs IBKR
+287.2%
-255.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.2% |
| 7D | +10.9% | +1.3% | +9.6% | +10.2% |
| 30D | +7.0% | -0.3% | +7.3% | +7.0% |
| 3M | -21.2% | +4.7% | -25.9% | -23.3% |
| 6M | +7.4% | +34.0% | -26.6% | -6.5% |
| YTD | -16.3% | +40.8% | -57.1% | -28.8% |
| 1Y | -32.3% | +45.7% | -78.0% | -43.5% |
| All | +32.1% | +287.2% | -255.0% | -10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling