-20.7%
IBIT vs XLC
-5.6%
-15.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.5% | -0.6% | +0.5% |
| 7D | -1.8% | +1.8% | -3.5% | -3.0% |
| 30D | -6.7% | -6.0% | -0.7% | -2.9% |
| 3M | +24.6% | -6.0% | +30.6% | +29.3% |
| 6M | -0.2% | -9.1% | +8.9% | +7.4% |
| YTD | -8.7% | -10.0% | +1.3% | -0.9% |
| 1Y | -20.7% | -5.8% | -14.9% | -20.0% |
| All | -20.7% | -5.6% | -15.2% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 1y: compounded portfolio wealth divided by compounded XLC 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…
1y analysis · Full analysis span regression · 6 months rolling