-27.5%
IBIT vs CEG
-3.0%
-24.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.9% | -7.3% | -3.5% |
| 7D | +3.0% | +8.0% | -5.0% | +1.0% |
| 30D | +23.1% | +12.9% | +10.2% | +19.4% |
| 3M | +25.6% | +13.2% | +12.4% | +21.4% |
| 6M | +9.1% | -7.0% | +16.1% | +9.9% |
| YTD | -8.9% | -15.0% | +6.1% | -9.2% |
| 1Y | -27.5% | -2.7% | -24.7% | -29.3% |
| All | -27.5% | -3.0% | -24.4% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 CEG 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