-29.9%
IBIT vs XLC
-4.7%
-25.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -3.8% |
| 7D | -6.2% | +3.1% | -9.3% | -8.1% |
| 30D | -14.4% | -4.2% | -10.2% | -12.1% |
| 3M | +12.5% | -2.1% | +14.6% | +13.6% |
| 6M | -11.9% | -6.6% | -5.3% | -6.8% |
| YTD | -18.7% | -7.8% | -10.9% | -13.4% |
| 1Y | -29.9% | -4.1% | -25.8% | -28.8% |
| All | -29.9% | -4.7% | -25.2% | -28.8% |
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