+66.7%
IBIT vs CEG
+164.5%
-97.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +1.4% | +6.7% | -5.2% | 0.0% |
| 30D | +20.6% | +11.0% | +9.7% | +17.8% |
| 3M | +23.7% | +19.5% | +4.2% | +18.6% |
| 6M | +15.0% | -5.9% | +20.9% | +15.3% |
| YTD | -10.6% | -15.0% | +4.4% | -9.0% |
| 1Y | -30.3% | +0.6% | -31.0% | -31.8% |
| All | +66.7% | +164.5% | -97.8% | +25.1% |
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