-26.2%
LII vs CAKE
+147.7%
-173.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.7% | -1.1% | +3.3% |
| 7D | +7.9% | +9.1% | -1.2% | +7.4% |
| 30D | -0.6% | +5.8% | -6.4% | -1.0% |
| 3M | -19.3% | +9.3% | -28.7% | -19.6% |
| 6M | -29.8% | +96.1% | -126.0% | -38.6% |
| YTD | -25.4% | +131.4% | -156.8% | -40.4% |
| 1Y | -26.2% | +146.1% | -172.3% | -43.3% |
| All | -26.2% | +147.7% | -173.9% | -43.3% |
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