+58.9%
IBIT vs CL
+30.4%
+28.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.1% |
| 7D | -2.4% | +0.5% | -2.9% | -2.3% |
| 30D | -9.1% | +11.6% | -20.7% | -7.4% |
| 3M | +15.0% | +5.6% | +9.4% | +16.2% |
| 6M | -6.9% | +13.2% | -20.0% | -4.7% |
| YTD | -14.8% | +26.9% | -41.7% | -11.9% |
| 1Y | -28.1% | +27.3% | -55.5% | -25.6% |
| All | +58.9% | +30.4% | +28.5% | +62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 CL 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