+313.3%
LRCX vs IBIT
+61.9%
+251.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.4% | +7.5% | +5.8% |
| 7D | +1.9% | +3.0% | -1.1% | +1.0% |
| 30D | +0.1% | +23.1% | -23.0% | -5.7% |
| 3M | -8.5% | +25.6% | -34.1% | -14.0% |
| 6M | +38.1% | +9.1% | +28.9% | +34.4% |
| YTD | +80.1% | -8.9% | +89.0% | +80.9% |
| 1Y | +208.1% | -27.5% | +235.5% | +225.2% |
| All | +313.3% | +61.9% | +251.5% | +282.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling