-29.7%
IBIT vs CCJ
-21.5%
-8.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.7% | -7.0% | -3.3% |
| 7D | -2.4% | +2.7% | -5.1% | -3.4% |
| 30D | -9.1% | -14.4% | +5.3% | -4.1% |
| 3M | +15.0% | -22.6% | +37.6% | +25.3% |
| 6M | -6.9% | -35.4% | +28.6% | +7.1% |
| YTD | -14.8% | -17.6% | +2.9% | -14.0% |
| All | -29.7% | -21.5% | -8.2% | -28.4% |
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