+69.8%
IBIT vs CCEP
+73.7%
-3.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -2.1% |
| 7D | +3.0% | -3.1% | +6.1% | +3.3% |
| 30D | +23.1% | -2.6% | +25.7% | +23.4% |
| 3M | +25.6% | +14.9% | +10.6% | +24.4% |
| 6M | +9.1% | +2.3% | +6.9% | +8.8% |
| YTD | -8.9% | +17.8% | -26.8% | -10.0% |
| 1Y | -27.5% | +24.2% | -51.7% | -28.8% |
| All | +69.8% | +73.7% | -3.8% | +49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling