-24.5%
RCL vs IBKR
+46.7%
-71.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.7% | -0.3% |
| 7D | -1.9% | -1.3% | -0.6% | -1.5% |
| 30D | -15.5% | -0.2% | -15.3% | -15.8% |
| 3M | -9.7% | +3.0% | -12.6% | -11.8% |
| 6M | -8.7% | +33.9% | -42.6% | -20.0% |
| YTD | -5.8% | +42.5% | -48.3% | -18.4% |
| 1Y | -24.5% | +44.9% | -69.3% | -34.3% |
| All | -24.5% | +46.7% | -71.2% | -34.3% |
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