+61.0%
IBIT vs CLX
-20.3%
+81.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -1.1% | +13.6% | -14.7% | -1.9% |
| 30D | -9.2% | +23.4% | -32.5% | -10.3% |
| 3M | +17.5% | -2.8% | +20.4% | +17.5% |
| 6M | -7.2% | +14.0% | -21.1% | -8.1% |
| YTD | -13.6% | +4.2% | -17.8% | -13.9% |
| 1Y | -25.1% | -1.2% | -23.9% | -24.9% |
| All | +61.0% | -20.3% | +81.3% | +71.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling