+46.2%
IBIT vs CLX
-12.7%
+58.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.7% | -3.6% |
| 7D | -9.2% | +9.5% | -18.7% | -9.7% |
| 30D | -15.8% | +30.7% | -46.5% | -17.1% |
| 3M | +8.5% | +4.2% | +4.3% | +8.1% |
| 6M | -13.7% | +22.1% | -35.8% | -14.8% |
| YTD | -21.6% | +14.1% | -35.6% | -22.3% |
| 1Y | -30.0% | +10.3% | -40.3% | -30.2% |
| All | +46.2% | -12.7% | +58.9% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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