+52.6%
XOM vs IBIT
-23.0%
+75.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.9% | -7.5% | -4.4% |
| 7D | -7.0% | -1.8% | -5.2% | -7.0% |
| 30D | +3.2% | -6.7% | +9.9% | +2.9% |
| 3M | +10.7% | +24.6% | -13.9% | +11.5% |
| 6M | +11.6% | -0.2% | +11.8% | +12.1% |
| YTD | +43.5% | -8.7% | +52.2% | +47.8% |
| 1Y | +52.6% | -20.7% | +73.3% | +57.6% |
| All | +52.6% | -23.0% | +75.6% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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