+85.8%
CCEP vs LCID
-92.6%
+178.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -3.1% |
| 7D | -3.1% | -6.6% | +3.5% | -2.9% |
| 30D | -2.6% | -30.1% | +27.6% | -1.9% |
| 3M | +14.9% | -17.6% | +32.5% | +15.0% |
| 6M | +2.3% | -54.4% | +56.7% | +3.8% |
| YTD | +17.8% | -55.7% | +73.6% | +19.5% |
| 1Y | +24.2% | -71.0% | +95.2% | +27.4% |
| All | +85.8% | -92.6% | +178.4% | +109.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling