+62.0%
CVX vs IBIT
+58.9%
+3.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.4% | +0.6% |
| 7D | -0.6% | +1.4% | -2.0% | -0.6% |
| 30D | +13.4% | +20.6% | -7.2% | +12.7% |
| 3M | +11.8% | +23.7% | -11.9% | +11.0% |
| 6M | +12.4% | +15.0% | -2.6% | +11.7% |
| YTD | +41.5% | -10.6% | +52.1% | +42.3% |
| 1Y | +41.6% | -30.3% | +71.9% | +44.1% |
| All | +62.0% | +58.9% | +3.1% | +59.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling