+79.9%
CAKE vs LBRT
+124.0%
-44.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.1% | -6.4% | -3.2% |
| 7D | -4.6% | +10.2% | -14.8% | -4.1% |
| 30D | -6.6% | +4.9% | -11.4% | -6.2% |
| 3M | +52.9% | -21.2% | +74.1% | +51.8% |
| 6M | +65.7% | -19.9% | +85.7% | +64.7% |
| YTD | +107.8% | +20.8% | +87.0% | +109.2% |
| All | +79.9% | +124.0% | -44.1% | +76.9% |
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