+61.0%
IBIT vs CCJ
+57.9%
+3.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.7% | -1.4% |
| 7D | -1.1% | -7.3% | +6.2% | +0.7% |
| 30D | -9.2% | -20.0% | +10.8% | -4.2% |
| 3M | +17.5% | -23.8% | +41.4% | +25.2% |
| 6M | -7.2% | -42.4% | +35.2% | +4.8% |
| YTD | -13.6% | -22.1% | +8.4% | -8.8% |
| 1Y | -25.1% | -20.8% | -4.3% | -21.2% |
| All | +61.0% | +57.9% | +3.1% | +41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling