+235.7%
CCEP vs LCID
-96.8%
+332.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -11.3% | +10.5% | -0.4% |
| 7D | -0.3% | +9.2% | -9.5% | -0.7% |
| 30D | +11.0% | -3.0% | +13.9% | +10.9% |
| 3M | +9.2% | -50.2% | +59.4% | +11.4% |
| 6M | +27.2% | -45.8% | +73.0% | +28.7% |
| YTD | +30.3% | -69.2% | +99.5% | +34.1% |
| 1Y | +28.7% | -80.4% | +109.1% | +34.7% |
| 3Y | +109.4% | -91.4% | +200.8% | +121.3% |
| 5Y | +144.1% | -99.3% | +243.3% | +178.1% |
| All | +235.7% | -96.8% | +332.6% | +318.7% |
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