+76.7%
XOM vs IBIT
+61.9%
+14.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.6% |
| 7D | +1.8% | +3.0% | -1.3% | +1.7% |
| 30D | +5.9% | +23.1% | -17.3% | +5.4% |
| 3M | +5.6% | +25.6% | -20.0% | +5.1% |
| 6M | +7.9% | +9.1% | -1.3% | +7.6% |
| YTD | +35.2% | -8.9% | +44.1% | +35.8% |
| 1Y | +46.0% | -27.5% | +73.4% | +47.9% |
| All | +76.7% | +61.9% | +14.9% | +72.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling