+148.3%
CCEP vs LCID
-99.3%
+247.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -9.2% | +10.6% | +1.7% |
| 7D | +2.1% | -10.2% | +12.3% | +2.4% |
| 30D | +10.6% | -10.2% | +20.8% | +10.8% |
| 3M | +10.3% | -54.1% | +64.4% | +13.0% |
| 6M | +31.1% | -53.8% | +84.8% | +33.4% |
| YTD | +32.1% | -72.0% | +104.2% | +36.7% |
| 1Y | +32.8% | -80.5% | +113.3% | +39.5% |
| 3Y | +111.3% | -92.6% | +203.9% | +126.1% |
| All | +148.3% | -99.3% | +247.6% | +194.2% |
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