+66.7%
IBIT vs CPB
-44.0%
+110.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.6% | -1.6% |
| 7D | +1.4% | -8.2% | +9.7% | +0.3% |
| 30D | +20.6% | -5.6% | +26.2% | +19.7% |
| 3M | +23.7% | +3.0% | +20.7% | +24.8% |
| 6M | +15.0% | -12.7% | +27.7% | +13.6% |
| YTD | -10.6% | -18.0% | +7.4% | -12.0% |
| 1Y | -30.3% | -31.7% | +1.4% | -32.2% |
| All | +66.7% | -44.0% | +110.7% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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