+58.9%
IBIT vs CCL
+77.4%
-18.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.2% | -5.5% | -2.5% |
| 7D | -2.4% | +3.1% | -5.4% | -3.3% |
| 30D | -9.1% | +17.5% | -26.6% | -13.3% |
| 3M | +15.0% | +6.8% | +8.2% | +12.3% |
| 6M | -6.9% | +18.7% | -25.6% | -12.7% |
| YTD | -14.8% | +3.0% | -17.8% | -17.7% |
| 1Y | -28.1% | +17.7% | -45.8% | -34.5% |
| All | +58.9% | +77.4% | -18.4% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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