+46.2%
IBIT vs OXY
+7.9%
+38.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -3.6% |
| 7D | -9.2% | +4.2% | -13.4% | -9.8% |
| 30D | -15.8% | -4.3% | -11.5% | -15.3% |
| 3M | +8.5% | +2.3% | +6.2% | +7.6% |
| 6M | -13.7% | +5.5% | -19.2% | -15.3% |
| YTD | -21.6% | +44.9% | -66.4% | -31.3% |
| 1Y | -30.0% | +42.6% | -72.5% | -38.3% |
| All | +46.2% | +7.9% | +38.3% | +45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling