+262.3%
CAKE vs LCID
-93.0%
+355.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -2.2% |
| 7D | -5.6% | -9.1% | +3.5% | -4.8% |
| 30D | -10.5% | -37.6% | +27.1% | -6.9% |
| 3M | +43.6% | -11.1% | +54.7% | +43.0% |
| 6M | +63.0% | -59.2% | +122.2% | +74.2% |
| YTD | +102.9% | -60.5% | +163.3% | +116.4% |
| 1Y | +75.6% | -78.5% | +154.1% | +98.2% |
| All | +262.3% | -93.0% | +355.2% | +373.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling