+3.5%
CCL vs LCID
-97.7%
+101.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.3% | -1.1% |
| 7D | -0.1% | +1.8% | -1.9% | -0.5% |
| 30D | -20.0% | -34.2% | +14.3% | -12.9% |
| 3M | -13.7% | -9.1% | -4.5% | -14.9% |
| 6M | -9.0% | -52.6% | +43.6% | +2.0% |
| YTD | -22.8% | -56.2% | +33.4% | -12.7% |
| 1Y | -25.3% | -74.9% | +49.6% | -5.8% |
| 3Y | +54.1% | -92.1% | +146.1% | +126.0% |
| 5Y | +3.5% | -97.6% | +101.0% | +107.3% |
| All | +3.5% | -97.7% | +101.2% | +107.3% |
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