-29.9%
IBIT vs CCEP
+28.8%
-58.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -4.5% |
| 7D | -6.2% | -0.3% | -5.9% | -6.2% |
| 30D | -14.4% | +11.0% | -25.3% | -14.7% |
| 3M | +12.5% | +9.2% | +3.3% | +12.2% |
| 6M | -11.9% | +27.2% | -39.1% | -11.5% |
| YTD | -18.7% | +30.3% | -49.0% | -16.3% |
| 1Y | -29.9% | +28.7% | -58.6% | -28.1% |
| All | -29.9% | +28.8% | -58.7% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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