+69.8%
IBIT vs XPO
+127.9%
-58.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.5% | -6.9% | -3.3% |
| 7D | +3.0% | +2.4% | +0.6% | +2.5% |
| 30D | +23.1% | -3.5% | +26.6% | +23.8% |
| 3M | +25.6% | -11.9% | +37.5% | +28.4% |
| 6M | +9.1% | -10.0% | +19.1% | +10.6% |
| YTD | -8.9% | +42.1% | -51.0% | -16.8% |
| 1Y | -27.5% | +47.6% | -75.1% | -34.7% |
| All | +69.8% | +127.9% | -58.1% | +38.6% |
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