-27.5%
IBIT vs OXY
+32.4%
-59.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.4% |
| 7D | +3.0% | +1.6% | +1.4% | +3.0% |
| 30D | +23.1% | +11.6% | +11.5% | +22.7% |
| 3M | +25.6% | +2.8% | +22.8% | +25.7% |
| 6M | +9.1% | +13.0% | -3.9% | +5.1% |
| YTD | -8.9% | +47.4% | -56.3% | -19.0% |
| 1Y | -27.5% | +31.5% | -58.9% | -34.0% |
| All | -27.5% | +32.4% | -59.8% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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