+132.2%
COP vs LCID
-99.3%
+231.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.2% | +10.8% | +1.8% |
| 7D | +4.4% | -10.2% | +14.6% | +4.6% |
| 30D | 0.0% | -10.2% | +10.1% | +0.1% |
| 3M | +15.0% | -54.1% | +69.1% | +17.4% |
| 6M | +22.0% | -53.8% | +75.8% | +23.8% |
| YTD | +55.3% | -72.0% | +127.4% | +60.6% |
| 1Y | +64.1% | -80.5% | +144.7% | +72.2% |
| 3Y | +34.1% | -92.6% | +126.6% | +43.4% |
| All | +132.2% | -99.3% | +231.6% | +161.0% |
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