+46.2%
IBIT vs CSX
+56.1%
-9.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.9% | -3.2% |
| 7D | -9.2% | +6.0% | -15.2% | -11.4% |
| 30D | -15.8% | +7.8% | -23.6% | -18.6% |
| 3M | +8.5% | +4.1% | +4.4% | +6.5% |
| 6M | -13.7% | +17.9% | -31.6% | -20.9% |
| YTD | -21.6% | +44.9% | -66.5% | -36.0% |
| 1Y | -30.0% | +51.1% | -81.1% | -44.2% |
| All | +46.2% | +56.1% | -9.9% | +12.2% |
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 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