+342.3%
CAKE vs LPLA
+1,263.8%
-921.5%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.1% |
| 7D | -5.6% | -3.7% | -2.0% | -4.4% |
| 30D | -10.5% | -6.4% | -4.2% | -8.4% |
| 3M | +43.6% | +20.2% | +23.5% | +33.9% |
| 6M | +63.0% | +12.8% | +50.2% | +54.6% |
| YTD | +102.9% | -2.5% | +105.4% | +101.6% |
| 1Y | +75.6% | +1.9% | +73.7% | +70.6% |
| 3Y | +257.7% | +45.0% | +212.7% | +196.2% |
| 5Y | +156.0% | +146.6% | +9.4% | +66.6% |
| 10Y | +150.5% | +1,213.6% | -1,063.1% | +2.7% |
| All | +342.3% | +1,263.8% | -921.5% | +53.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling