+208.1%
LRCX vs BITO
-30.5%
+238.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.5% | +7.6% | +6.2% |
| 7D | +1.9% | +2.9% | -1.0% | +0.5% |
| 30D | +0.1% | +22.6% | -22.5% | -9.1% |
| 3M | -8.5% | +24.7% | -33.1% | -17.2% |
| 6M | +38.1% | +7.5% | +30.6% | +33.1% |
| YTD | +80.1% | -10.8% | +90.9% | +82.9% |
| 1Y | +208.1% | -29.9% | +238.0% | +273.8% |
| All | +208.1% | -30.5% | +238.6% | +273.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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