+300.4%
LRCX vs IBIT
+56.3%
+244.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.4% | -4.3% | -5.3% |
| 7D | +1.8% | -5.8% | +7.6% | +3.4% |
| 30D | -4.3% | +21.5% | -25.8% | -9.5% |
| 3M | -7.3% | +24.5% | -31.8% | -12.8% |
| 6M | +38.6% | +10.0% | +28.6% | +34.7% |
| YTD | +74.4% | -12.0% | +86.4% | +76.9% |
| 1Y | +179.1% | -32.3% | +211.4% | +199.5% |
| All | +300.4% | +56.3% | +244.1% | +274.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded IBIT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling