+203.9%
LRCX vs IBIT
+39.4%
+164.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.5% | +0.2% | -2.3% |
| 7D | +12.7% | -9.2% | +21.9% | +15.9% |
| 30D | -21.3% | -15.8% | -5.5% | -16.9% |
| 3M | -32.9% | +8.5% | -41.4% | -34.1% |
| 6M | -23.4% | -13.7% | -9.7% | -20.2% |
| YTD | +32.4% | -21.6% | +53.9% | +39.4% |
| 1Y | +48.0% | -30.0% | +78.0% | +59.7% |
| All | +203.9% | +39.4% | +164.5% | +195.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling