+58.9%
IBIT vs CSX
+51.4%
+7.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -2.5% |
| 7D | -2.4% | -2.2% | -0.2% | -1.5% |
| 30D | -9.1% | +6.8% | -15.9% | -11.9% |
| 3M | +15.0% | +0.7% | +14.3% | +14.5% |
| 6M | -6.9% | +13.3% | -20.1% | -13.1% |
| YTD | -14.8% | +40.5% | -55.3% | -29.6% |
| 1Y | -28.1% | +44.7% | -72.8% | -41.6% |
| All | +58.9% | +51.4% | +7.5% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling