+69.8%
IBIT vs CVE
+112.8%
-43.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.1% |
| 7D | +3.0% | +2.5% | +0.5% | +2.4% |
| 30D | +23.1% | +16.7% | +6.4% | +18.8% |
| 3M | +25.6% | +9.3% | +16.3% | +22.7% |
| 6M | +9.1% | +43.6% | -34.5% | -2.0% |
| YTD | -8.9% | +93.6% | -102.5% | -25.3% |
| 1Y | -27.5% | +98.8% | -126.2% | -41.1% |
| All | +69.8% | +112.8% | -43.0% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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