+3,800.4%
LEN vs CAKE
+3,866.7%
-66.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.8% | +1.7% |
| 7D | -3.4% | -4.6% | +1.2% | -1.7% |
| 30D | -5.7% | -6.6% | +0.9% | -3.6% |
| 3M | -12.2% | +52.9% | -65.1% | -25.9% |
| 6M | -18.3% | +65.7% | -84.0% | -33.4% |
| YTD | -20.2% | +107.8% | -128.0% | -40.4% |
| 1Y | -40.1% | +78.5% | -118.5% | -52.8% |
| 3Y | -26.2% | +266.4% | -292.6% | -57.0% |
| 5Y | -9.8% | +159.6% | -169.5% | -42.8% |
| 10Y | +109.1% | +156.6% | -47.5% | +10.1% |
| All | +3,800.4% | +3,866.7% | -66.2% | +935.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling