+56.5%
IBIT vs CLX
-15.0%
+71.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.6% |
| 7D | -5.4% | +13.6% | -19.0% | -6.1% |
| 30D | -10.5% | +29.1% | -39.5% | -11.8% |
| 3M | +15.0% | +1.6% | +13.5% | +14.7% |
| 6M | -8.3% | +18.7% | -27.0% | -9.3% |
| YTD | -16.1% | +11.1% | -27.1% | -16.7% |
| 1Y | -30.8% | +7.0% | -37.8% | -30.9% |
| All | +56.5% | -15.0% | +71.5% | +66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling