+146.1%
CAKE vs LBRT
-25.0%
+171.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -11.2% | +15.9% | +4.2% |
| 7D | +9.1% | -25.3% | +34.5% | +8.0% |
| 30D | +5.8% | -32.9% | +38.7% | +4.4% |
| 3M | +9.3% | -33.3% | +42.7% | +8.1% |
| 6M | +96.1% | -61.0% | +157.1% | +91.2% |
| YTD | +131.4% | -28.0% | +159.4% | +121.7% |
| 1Y | +146.1% | -21.5% | +167.6% | +132.4% |
| All | +146.1% | -25.0% | +171.1% | +132.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 1y: compounded portfolio wealth divided by compounded LBRT 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…
1y analysis · Full analysis span regression · 6 months rolling