+58.9%
IBIT vs CCJ
+66.9%
-8.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.7% | -7.0% | -2.7% |
| 7D | -2.4% | +2.7% | -5.1% | -3.1% |
| 30D | -9.1% | -14.4% | +5.3% | -5.7% |
| 3M | +15.0% | -22.6% | +37.6% | +21.9% |
| 6M | -6.9% | -35.4% | +28.6% | +2.4% |
| YTD | -14.8% | -17.6% | +2.9% | -11.2% |
| 1Y | -28.1% | -18.1% | -10.0% | -25.2% |
| All | +58.9% | +66.9% | -8.0% | +37.6% |
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 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