+203.7%
CCEP vs LCID
-95.4%
+299.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -3.2% |
| 7D | -3.1% | -6.6% | +3.5% | -2.9% |
| 30D | -2.6% | -30.1% | +27.6% | -1.5% |
| 3M | +14.9% | -17.6% | +32.5% | +15.0% |
| 6M | +2.3% | -54.4% | +56.7% | +4.3% |
| YTD | +17.8% | -55.7% | +73.6% | +20.1% |
| 1Y | +24.2% | -71.0% | +95.2% | +28.4% |
| 3Y | +84.7% | -92.6% | +177.4% | +97.6% |
| 5Y | +103.2% | -97.6% | +200.8% | +123.6% |
| All | +203.7% | -95.4% | +299.1% | +275.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling