-10.4%
LEN vs CAKE
+157.8%
-168.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.7% |
| 7D | -4.8% | -4.5% | -0.2% | -3.2% |
| 30D | -6.6% | -12.4% | +5.9% | -2.4% |
| 3M | -15.7% | +37.3% | -53.0% | -25.7% |
| 6M | -16.6% | +70.7% | -87.4% | -32.5% |
| YTD | -21.3% | +106.0% | -127.3% | -40.9% |
| 1Y | -42.0% | +79.7% | -121.7% | -54.3% |
| 3Y | -27.9% | +267.8% | -295.7% | -58.5% |
| All | -10.4% | +157.8% | -168.2% | -44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling