+51.6%
IBIT vs LCID
-90.6%
+142.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -11.3% | +6.9% | -3.2% |
| 7D | -6.2% | +9.2% | -15.4% | -7.3% |
| 30D | -14.4% | -3.0% | -11.4% | -14.4% |
| 3M | +12.5% | -50.2% | +62.7% | +20.6% |
| 6M | -11.9% | -45.8% | +34.0% | -8.3% |
| YTD | -18.7% | -69.2% | +50.5% | -9.4% |
| 1Y | -29.9% | -80.4% | +50.5% | -18.1% |
| All | +51.6% | -90.6% | +142.2% | +78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling