+324.3%
LRCX vs IBIT
+58.5%
+265.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +9.5% | +1.1% | +8.4% | +9.1% |
| 30D | +3.1% | +22.2% | -19.2% | -2.7% |
| 3M | -3.4% | +26.0% | -29.4% | -9.5% |
| 6M | +49.7% | +13.2% | +36.5% | +44.5% |
| YTD | +84.9% | -10.8% | +95.7% | +86.7% |
| 1Y | +200.8% | -29.9% | +230.8% | +220.2% |
| All | +324.3% | +58.5% | +265.8% | +295.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling