+66.3%
IBIT vs COPX
+172.8%
-106.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.6% |
| 7D | +1.1% | +6.0% | -4.8% | -1.1% |
| 30D | +22.2% | +6.4% | +15.8% | +19.4% |
| 3M | +26.0% | +19.3% | +6.8% | +17.6% |
| 6M | +13.2% | +16.2% | -3.1% | +5.4% |
| YTD | -10.8% | +33.2% | -44.0% | -21.8% |
| 1Y | -29.9% | +90.2% | -120.2% | -46.6% |
| All | +66.3% | +172.8% | -106.5% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 3y: compounded portfolio wealth divided by compounded COPX 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…
3y analysis · Full analysis span regression · 6 months rolling