+22.8%
CCL vs LCID
-99.2%
+122.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.4% | -9.9% | -1.8% |
| 7D | +3.1% | +8.9% | -5.8% | +1.1% |
| 30D | +13.7% | -15.4% | +29.1% | +17.0% |
| 3M | +3.8% | -52.9% | +56.7% | +20.7% |
| 6M | +9.3% | -46.8% | +56.1% | +19.4% |
| YTD | -1.1% | -68.9% | +67.8% | +19.9% |
| 1Y | +14.6% | -81.7% | +96.2% | +55.7% |
| 3Y | +146.4% | -92.4% | +238.8% | +260.2% |
| All | +22.8% | -99.2% | +122.1% | +185.0% |
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 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