+58.9%
IBIT vs XPO
+121.9%
-63.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.3% | -7.6% | -2.5% |
| 7D | -2.4% | -1.9% | -0.5% | -2.0% |
| 30D | -9.1% | +2.5% | -11.6% | -9.7% |
| 3M | +15.0% | -7.2% | +22.2% | +16.4% |
| 6M | -6.9% | -8.1% | +1.2% | -5.9% |
| YTD | -14.8% | +38.3% | -53.1% | -21.8% |
| 1Y | -28.1% | +33.6% | -61.7% | -33.7% |
| All | +58.9% | +121.9% | -63.0% | +30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling