+61.6%
IBIT vs CSX
+52.4%
+9.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.3% | -2.7% | -4.1% |
| 7D | -5.9% | -2.7% | -3.2% | -4.7% |
| 30D | -11.3% | +7.0% | -18.3% | -14.0% |
| 3M | +17.1% | -0.3% | +17.4% | +17.2% |
| 6M | -7.0% | +13.5% | -20.6% | -13.3% |
| YTD | -13.3% | +41.5% | -54.8% | -28.5% |
| 1Y | -27.0% | +45.8% | -72.7% | -40.8% |
| All | +61.6% | +52.4% | +9.2% | +25.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling