-30.3%
IBIT vs XLC
-1.1%
-29.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.5% |
| 7D | +1.4% | +0.6% | +0.9% | +1.1% |
| 30D | +20.6% | +0.2% | +20.4% | +20.2% |
| 3M | +23.7% | +0.6% | +23.0% | +22.8% |
| 6M | +15.0% | -4.5% | +19.5% | +20.1% |
| YTD | -10.6% | -4.7% | -5.9% | -6.2% |
| 1Y | -30.3% | -1.7% | -28.7% | -28.1% |
| All | -30.3% | -1.1% | -29.2% | -28.1% |
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