-20.7%
IBIT vs CSX
+48.0%
-68.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +2.5% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | -6.7% | +9.7% | -16.4% | -8.3% |
| 3M | +24.6% | +2.3% | +22.3% | +25.0% |
| 6M | -0.2% | +17.1% | -17.2% | -5.3% |
| YTD | -8.7% | +44.9% | -53.6% | -21.8% |
| 1Y | -20.7% | +47.1% | -67.8% | -33.2% |
| All | -20.7% | +48.0% | -68.7% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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