+47.8%
COF vs LCID
-97.8%
+145.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.8% | +6.3% | -0.6% |
| 7D | -2.7% | -9.3% | +6.7% | -1.6% |
| 30D | -3.4% | -35.4% | +32.0% | +1.3% |
| 3M | +15.4% | -17.1% | +32.5% | +15.6% |
| 6M | +14.4% | -58.9% | +73.4% | +23.7% |
| YTD | -12.0% | -59.6% | +47.6% | -5.1% |
| 1Y | -3.7% | -78.0% | +74.2% | +10.8% |
| 3Y | +121.1% | -92.7% | +213.7% | +173.5% |
| 5Y | +47.8% | -97.8% | +145.7% | +104.4% |
| All | +47.8% | -97.8% | +145.6% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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