+46.2%
IBIT vs CPRT
-33.7%
+79.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.4% |
| 7D | -9.2% | -0.4% | -8.8% | -9.1% |
| 30D | -15.8% | +21.2% | -37.0% | -20.4% |
| 3M | +8.5% | +8.3% | +0.2% | +6.0% |
| 6M | -13.7% | -3.4% | -10.3% | -12.7% |
| YTD | -21.6% | -18.7% | -2.9% | -15.5% |
| 1Y | -30.0% | -23.5% | -6.4% | -22.6% |
| All | +46.2% | -33.7% | +79.9% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 5y: compounded portfolio wealth divided by compounded CPRT 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…
5y analysis · Full analysis span regression · 6 months rolling