+66.7%
IBIT vs LYB
-17.8%
+84.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.5% | -2.1% |
| 7D | +1.4% | -0.9% | +2.3% | +1.5% |
| 30D | +20.6% | +9.5% | +11.1% | +18.8% |
| 3M | +23.7% | +1.3% | +22.4% | +23.2% |
| 6M | +15.0% | -1.7% | +16.7% | +12.8% |
| YTD | -10.6% | +54.1% | -64.7% | -22.9% |
| 1Y | -30.3% | +25.7% | -56.0% | -36.5% |
| All | +66.7% | -17.8% | +84.5% | +67.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling