-30.0%
IBIT vs CCJ
-22.9%
-7.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.1% | -3.0% |
| 7D | -9.2% | -0.8% | -8.4% | -9.0% |
| 30D | -15.8% | -13.2% | -2.6% | -11.6% |
| 3M | +8.5% | -27.6% | +36.2% | +21.0% |
| 6M | -13.7% | -38.7% | +25.0% | +0.9% |
| YTD | -21.6% | -22.7% | +1.1% | -18.8% |
| 1Y | -30.0% | -17.6% | -12.4% | -29.7% |
| All | -30.0% | -22.9% | -7.1% | -29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling