+61.0%
IBIT vs CCEP
+90.7%
-29.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | -0.3% |
| 7D | -1.1% | +2.6% | -3.7% | -1.3% |
| 30D | -9.2% | +15.1% | -24.3% | -10.3% |
| 3M | +17.5% | +7.3% | +10.2% | +16.8% |
| 6M | -7.2% | +23.4% | -30.6% | -8.5% |
| YTD | -13.6% | +29.4% | -43.0% | -15.3% |
| 1Y | -25.1% | +34.2% | -59.4% | -26.9% |
| All | +61.0% | +90.7% | -29.7% | +40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling