+51.6%
IBIT vs CCEP
+92.0%
-40.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -4.4% |
| 7D | -6.2% | -0.3% | -5.9% | -6.2% |
| 30D | -14.4% | +11.0% | -25.3% | -15.1% |
| 3M | +12.5% | +9.2% | +3.3% | +11.7% |
| 6M | -11.9% | +27.2% | -39.1% | -13.4% |
| YTD | -18.7% | +30.3% | -49.0% | -20.3% |
| 1Y | -29.9% | +28.7% | -58.6% | -31.2% |
| All | +51.6% | +92.0% | -40.5% | +32.1% |
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 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