+297.2%
CAKE vs LCID
-95.8%
+393.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -7.8% | +4.4% | -2.6% |
| 7D | -4.6% | -9.3% | +4.8% | -3.7% |
| 30D | -6.6% | -35.4% | +28.8% | -2.9% |
| 3M | +52.9% | -17.1% | +70.0% | +53.2% |
| 6M | +65.7% | -58.9% | +124.7% | +76.6% |
| YTD | +107.8% | -59.6% | +167.4% | +120.7% |
| 1Y | +78.5% | -78.0% | +156.5% | +100.3% |
| 3Y | +266.4% | -92.7% | +359.1% | +334.5% |
| 5Y | +159.6% | -97.8% | +257.5% | +233.6% |
| All | +297.2% | -95.8% | +393.1% | +459.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling