+69.8%
IBIT vs CL
+17.5%
+52.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -1.0% | -2.6% |
| 7D | +3.0% | -2.2% | +5.2% | +2.7% |
| 30D | +23.1% | -4.8% | +27.9% | +22.2% |
| 3M | +25.6% | +4.9% | +20.7% | +26.6% |
| 6M | +9.1% | -5.7% | +14.9% | +7.7% |
| YTD | -8.9% | +14.4% | -23.3% | -7.5% |
| 1Y | -27.5% | +8.7% | -36.2% | -26.4% |
| All | +69.8% | +17.5% | +52.3% | +70.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling