+49.9%
XLE vs IBKR
+10.3%
+39.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.5% | -5.3% | -4.7% |
| 7D | -7.2% | -6.8% | -0.4% | -7.7% |
| 30D | +0.1% | -12.5% | +12.7% | -0.7% |
| 3M | +9.2% | -12.0% | +21.2% | +8.3% |
| 6M | +8.4% | -4.5% | +12.9% | +7.7% |
| YTD | +44.9% | +21.5% | +23.4% | +42.6% |
| 1Y | +49.9% | +10.6% | +39.2% | +48.2% |
| All | +49.9% | +10.3% | +39.6% | +48.2% |
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