+58.9%
IBIT vs CEG
+144.2%
-85.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +10.5% | -11.8% | -3.4% |
| 7D | -2.4% | +7.3% | -9.7% | -4.0% |
| 30D | -9.1% | -7.4% | -1.7% | -7.9% |
| 3M | +15.0% | +2.5% | +12.5% | +13.5% |
| 6M | -6.9% | -8.8% | +1.9% | -6.1% |
| YTD | -14.8% | -21.5% | +6.7% | -12.3% |
| 1Y | -28.1% | -22.5% | -5.6% | -26.0% |
| All | +58.9% | +144.2% | -85.3% | +20.6% |
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