+361.6%
LRCX vs BITO
+149.6%
+212.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.1% | -3.4% | +0.4% | -2.3% |
| 30D | -8.6% | +21.4% | -30.0% | -12.8% |
| 3M | -17.7% | +20.5% | -38.2% | -21.3% |
| 6M | +36.4% | +7.4% | +29.0% | +33.9% |
| YTD | +74.5% | -13.9% | +88.4% | +77.2% |
| 1Y | +159.4% | -35.1% | +194.5% | +176.6% |
| 3Y | +361.6% | +156.8% | +204.8% | +341.4% |
| All | +361.6% | +149.6% | +212.0% | +341.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling