+156.0%
CAKE vs LCID
-97.9%
+253.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -2.1% |
| 7D | -5.6% | -9.1% | +3.5% | -4.5% |
| 30D | -10.5% | -37.6% | +27.1% | -5.6% |
| 3M | +43.6% | -11.1% | +54.7% | +42.7% |
| 6M | +63.0% | -59.2% | +122.2% | +77.1% |
| YTD | +102.9% | -60.5% | +163.3% | +119.9% |
| 1Y | +75.6% | -78.5% | +154.1% | +104.9% |
| 3Y | +257.7% | -92.8% | +350.6% | +352.7% |
| 5Y | +156.0% | -97.9% | +253.9% | +279.3% |
| All | +156.0% | -97.9% | +253.9% | +279.3% |
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