+66.7%
IBIT vs OXY
+10.9%
+55.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.0% |
| 7D | +1.4% | -0.5% | +1.9% | +1.5% |
| 30D | +20.6% | +8.5% | +12.1% | +18.8% |
| 3M | +23.7% | +6.0% | +17.7% | +22.1% |
| 6M | +15.0% | +13.0% | +2.0% | +10.0% |
| YTD | -10.6% | +48.9% | -59.5% | -21.7% |
| 1Y | -30.3% | +36.4% | -66.7% | -37.5% |
| All | +66.7% | +10.9% | +55.8% | +65.4% |
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