+151.5%
CAKE vs LPLA
+1,251.7%
-1,100.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +0.7% |
| 7D | -4.5% | -1.5% | -3.0% | -3.9% |
| 30D | -12.4% | -6.0% | -6.4% | -10.1% |
| 3M | +37.3% | +24.0% | +13.3% | +24.5% |
| 6M | +70.7% | +17.0% | +53.7% | +57.5% |
| YTD | +106.0% | -0.7% | +106.7% | +102.6% |
| 1Y | +79.7% | +2.1% | +77.5% | +73.2% |
| 3Y | +267.8% | +48.7% | +219.1% | +185.7% |
| 5Y | +159.9% | +151.2% | +8.7% | +44.7% |
| All | +151.5% | +1,251.7% | -1,100.2% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 10y: compounded portfolio wealth divided by compounded LPLA 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…
10y analysis · Full analysis span regression · 6 months rolling