-27.6%
IBIT vs CLF
+27.9%
-55.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.8% | +1.1% |
| 7D | -6.8% | +2.3% | -9.2% | -7.1% |
| 30D | -9.9% | +1.9% | -11.8% | -10.3% |
| 3M | +17.5% | +5.9% | +11.6% | +16.1% |
| 6M | -9.1% | +16.9% | -26.0% | -12.4% |
| YTD | -14.9% | -1.1% | -13.9% | -16.8% |
| 1Y | -27.6% | +28.8% | -56.4% | -36.6% |
| All | -27.6% | +27.9% | -55.6% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLF.
Daily Out/Under-Performance
Portfolio return minus CLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLF 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 1y: compounded portfolio wealth divided by compounded CLF 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…
1y analysis · Full analysis span regression · 6 months rolling