-30.0%
IBIT vs CSX
+49.3%
-79.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.9% | -3.4% |
| 7D | -9.2% | +6.0% | -15.2% | -10.1% |
| 30D | -15.8% | +7.8% | -23.6% | -16.9% |
| 3M | +8.5% | +4.1% | +4.4% | +8.5% |
| 6M | -13.7% | +17.9% | -31.6% | -18.4% |
| YTD | -21.6% | +44.9% | -66.5% | -33.2% |
| 1Y | -30.0% | +51.1% | -81.1% | -42.8% |
| All | -30.0% | +49.3% | -79.3% | -42.8% |
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