+51.6%
IBIT vs CPB
-42.5%
+94.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.6% |
| 7D | -6.2% | -5.8% | -0.4% | -7.1% |
| 30D | -14.4% | +16.5% | -30.8% | -12.0% |
| 3M | +12.5% | -1.1% | +13.6% | +12.9% |
| 6M | -11.9% | +11.5% | -23.4% | -9.5% |
| YTD | -18.7% | -15.7% | -3.0% | -19.2% |
| 1Y | -29.9% | -24.7% | -5.3% | -31.0% |
| All | +51.6% | -42.5% | +94.0% | +40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling