-26.8%
LDOS vs CAKE
+79.7%
-106.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.9% |
| 7D | -7.1% | -1.1% | -6.1% | -7.2% |
| 30D | -6.1% | +0.4% | -6.5% | -6.0% |
| 3M | +5.6% | +59.9% | -54.3% | +8.1% |
| 6M | -26.9% | +75.1% | -102.0% | -24.9% |
| YTD | -27.9% | +115.0% | -143.0% | -27.7% |
| 1Y | -26.8% | +81.6% | -108.4% | -25.2% |
| All | -26.8% | +79.7% | -106.5% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 1y: compounded portfolio wealth divided by compounded CAKE 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…
1y analysis · Full analysis span regression · 6 months rolling