-20.7%
IBIT vs LYB
+47.4%
-68.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.7% | +7.6% | +2.5% |
| 7D | -1.8% | -6.2% | +4.5% | -2.2% |
| 30D | -6.7% | +6.3% | -13.0% | -6.4% |
| 3M | +24.6% | +4.1% | +20.5% | +24.6% |
| 6M | -0.2% | -15.5% | +15.3% | -0.1% |
| YTD | -8.7% | +50.2% | -58.9% | -17.3% |
| 1Y | -20.7% | +50.6% | -71.3% | -28.0% |
| All | -20.7% | +47.4% | -68.1% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 1y: compounded portfolio wealth divided by compounded LYB 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…
1y analysis · Full analysis span regression · 6 months rolling