+58.9%
IBIT vs LCID
-89.7%
+148.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +9.4% | -10.7% | -2.4% |
| 7D | -2.4% | +20.0% | -22.4% | -4.5% |
| 30D | -9.1% | -5.0% | -4.1% | -9.0% |
| 3M | +15.0% | -48.9% | +63.9% | +23.0% |
| 6M | -6.9% | -43.2% | +36.3% | -3.5% |
| YTD | -14.8% | -65.9% | +51.2% | -6.0% |
| 1Y | -28.1% | -79.2% | +51.0% | -16.6% |
| All | +58.9% | -89.7% | +148.6% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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