+66.7%
IBIT vs CCJ
+125.8%
-59.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -2.1% |
| 7D | +1.4% | +5.9% | -4.5% | +0.1% |
| 30D | +20.6% | +4.7% | +15.9% | +19.3% |
| 3M | +23.7% | -3.3% | +27.0% | +24.2% |
| 6M | +15.0% | -7.0% | +22.0% | +15.6% |
| YTD | -10.6% | +11.5% | -22.0% | -13.2% |
| 1Y | -30.3% | +32.3% | -62.6% | -35.4% |
| All | +66.7% | +125.8% | -59.1% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 10y: compounded portfolio wealth divided by compounded CCJ 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…
10y analysis · Full analysis span regression · 6 months rolling