+51.6%
IBIT vs CEG
+149.8%
-98.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.2% | -5.0% |
| 7D | -6.2% | +17.8% | -24.0% | -9.5% |
| 30D | -14.4% | -4.5% | -9.8% | -13.8% |
| 3M | +12.5% | +1.5% | +11.0% | +11.2% |
| 6M | -11.9% | -3.5% | -8.4% | -12.2% |
| YTD | -18.7% | -19.7% | +1.0% | -16.8% |
| 1Y | -29.9% | -19.8% | -10.1% | -28.4% |
| All | +51.6% | +149.8% | -98.2% | +14.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling