+96.0%
IBIT vs CORZ
+225.9%
-130.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.6% |
| 7D | +1.1% | +7.6% | -6.5% | -0.6% |
| 30D | +22.2% | -6.9% | +29.2% | +23.8% |
| 3M | +26.0% | -33.0% | +59.1% | +35.5% |
| 6M | +13.2% | +19.3% | -6.1% | +4.4% |
| YTD | -10.8% | +24.2% | -35.0% | -18.5% |
| 1Y | -29.9% | +24.5% | -54.4% | -36.6% |
| All | +96.0% | +225.9% | -130.0% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 5y: compounded portfolio wealth divided by compounded CORZ 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…
5y analysis · Full analysis span regression · 6 months rolling