+217.3%
LRCX vs IBIT
+51.2%
+166.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.3% | +4.7% | +5.7% |
| 7D | +6.5% | -6.8% | +13.3% | +9.0% |
| 30D | -23.8% | -9.9% | -13.9% | -21.2% |
| 3M | -24.2% | +17.5% | -41.7% | -27.3% |
| 6M | -20.2% | -9.1% | -11.1% | -18.2% |
| YTD | +38.2% | -14.9% | +53.1% | +42.1% |
| 1Y | +48.9% | -27.6% | +76.5% | +58.5% |
| All | +217.3% | +51.2% | +166.1% | +200.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling