+66.7%
IBIT vs XPO
+124.3%
-57.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.5% |
| 7D | +1.4% | +2.7% | -1.2% | +0.8% |
| 30D | +20.6% | -6.2% | +26.8% | +22.0% |
| 3M | +23.7% | -15.4% | +39.1% | +27.5% |
| 6M | +15.0% | +0.7% | +14.3% | +13.7% |
| YTD | -10.6% | +39.8% | -50.4% | -18.0% |
| 1Y | -30.3% | +43.3% | -73.6% | -36.9% |
| All | +66.7% | +124.3% | -57.6% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling