+56.5%
IBIT vs CL
+30.6%
+25.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | -5.4% | +2.6% | -8.0% | -5.0% |
| 30D | -10.5% | +11.8% | -22.2% | -8.7% |
| 3M | +15.0% | +5.9% | +9.1% | +16.3% |
| 6M | -8.3% | +13.3% | -21.6% | -6.1% |
| YTD | -16.1% | +27.1% | -43.2% | -13.2% |
| 1Y | -30.8% | +28.0% | -58.8% | -28.3% |
| All | +56.5% | +30.6% | +25.9% | +59.7% |
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