+75.7%
COPX vs LCID
-78.4%
+154.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.1% | -4.9% | -6.7% |
| 7D | -2.9% | -9.1% | +6.2% | -1.9% |
| 30D | 0.0% | -37.6% | +37.6% | +5.3% |
| 3M | +14.8% | -11.1% | +25.9% | +10.0% |
| 6M | +7.0% | -59.2% | +66.2% | +23.0% |
| YTD | +23.8% | -60.5% | +84.3% | +42.5% |
| 1Y | +75.7% | -78.5% | +154.2% | +140.8% |
| All | +75.7% | -78.4% | +154.1% | +140.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling