+46.2%
IBIT vs CL
+32.7%
+13.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -3.2% |
| 7D | -9.2% | +3.2% | -12.4% | -8.7% |
| 30D | -15.8% | +8.0% | -23.8% | -14.6% |
| 3M | +8.5% | +7.9% | +0.7% | +10.1% |
| 6M | -13.7% | +14.7% | -28.4% | -11.4% |
| YTD | -21.6% | +29.2% | -50.7% | -18.7% |
| 1Y | -30.0% | +29.5% | -59.5% | -27.3% |
| All | +46.2% | +32.7% | +13.5% | +49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling