+44.6%
OXY vs IBKR
+2.6%
+42.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.6% | +4.9% | -2.6% |
| 7D | -10.6% | -11.1% | +0.5% | -12.1% |
| 30D | -3.4% | -19.7% | +16.3% | -6.4% |
| 3M | +5.2% | -18.0% | +23.2% | +2.5% |
| 6M | -4.1% | -13.2% | +9.0% | -5.5% |
| YTD | +39.0% | +13.4% | +25.6% | +40.3% |
| 1Y | +44.6% | +2.0% | +42.6% | +47.1% |
| All | +44.6% | +2.6% | +42.0% | +47.1% |
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