+93.1%
ORCL vs IBKR
+489.2%
-396.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.2% |
| 7D | +10.9% | +1.3% | +9.6% | +10.3% |
| 30D | +7.0% | -0.3% | +7.3% | +7.0% |
| 3M | -21.2% | +4.7% | -25.9% | -23.0% |
| 6M | +7.4% | +34.0% | -26.6% | -4.9% |
| YTD | -16.3% | +40.8% | -57.1% | -27.4% |
| 1Y | -32.3% | +45.7% | -78.0% | -42.2% |
| 3Y | +32.6% | +288.4% | -255.8% | -18.5% |
| 5Y | +93.1% | +487.2% | -394.1% | -3.5% |
| All | +93.1% | +489.2% | -396.1% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling