+248.8%
COPX vs LCID
-97.1%
+345.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -9.2% | +6.7% | -1.7% |
| 7D | -2.8% | -10.2% | +7.3% | -1.9% |
| 30D | -14.3% | -10.2% | -4.2% | -13.8% |
| 3M | -19.0% | -54.1% | +35.1% | -13.6% |
| 6M | -24.4% | -53.8% | +29.3% | -20.7% |
| YTD | -3.2% | -72.0% | +68.8% | +5.8% |
| 1Y | +15.2% | -80.5% | +95.7% | +29.7% |
| 3Y | +127.6% | -92.6% | +220.2% | +167.1% |
| 5Y | +106.0% | -99.3% | +205.3% | +169.3% |
| All | +248.8% | -97.1% | +345.9% | +407.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling