+56.5%
IBIT vs XPO
+122.2%
-65.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -5.4% | -1.5% | -3.8% | -5.1% |
| 30D | -10.5% | +2.6% | -13.0% | -11.0% |
| 3M | +15.0% | -6.1% | +21.2% | +16.1% |
| 6M | -8.3% | -8.0% | -0.3% | -7.4% |
| YTD | -16.1% | +38.5% | -54.5% | -23.0% |
| 1Y | -30.8% | +35.0% | -65.8% | -36.3% |
| All | +56.5% | +122.2% | -65.6% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling