+58.9%
IBIT vs CIEN
+453.5%
-394.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +10.7% | -12.0% | -3.0% |
| 7D | -2.4% | -5.3% | +2.9% | -1.9% |
| 30D | -9.1% | -40.1% | +31.0% | -2.1% |
| 3M | +15.0% | -34.7% | +49.7% | +21.1% |
| 6M | -6.9% | -50.9% | +44.0% | +2.1% |
| YTD | -14.8% | +15.2% | -29.9% | -23.5% |
| 1Y | -28.1% | +35.2% | -63.3% | -38.2% |
| All | +58.9% | +453.5% | -394.6% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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