+51.6%
IBIT vs CLBK
+32.5%
+19.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.3% | -4.0% |
| 7D | -6.2% | +2.5% | -8.7% | -7.0% |
| 30D | -14.4% | +3.7% | -18.0% | -15.6% |
| 3M | +12.5% | -3.3% | +15.7% | +13.7% |
| 6M | -11.9% | +29.6% | -41.5% | -21.0% |
| YTD | -18.7% | +60.3% | -79.0% | -33.4% |
| 1Y | -29.9% | +63.4% | -93.3% | -43.3% |
| All | +51.6% | +32.5% | +19.1% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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