+69.8%
IBIT vs CPB
-45.0%
+114.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.0% | -2.9% |
| 7D | +3.0% | -8.6% | +11.6% | +1.7% |
| 30D | +23.1% | -7.2% | +30.4% | +21.8% |
| 3M | +25.6% | +0.9% | +24.7% | +26.3% |
| 6M | +9.1% | -11.8% | +21.0% | +8.0% |
| YTD | -8.9% | -19.4% | +10.5% | -10.5% |
| 1Y | -27.5% | -30.4% | +2.9% | -29.4% |
| All | +69.8% | -45.0% | +114.8% | +55.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling