+165.9%
LII vs CAKE
+131.7%
+34.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.7% | -1.6% | +0.5% |
| 7D | +2.9% | +2.5% | +0.5% | +2.4% |
| 30D | +0.9% | -3.1% | +4.0% | +1.6% |
| 3M | -15.5% | -2.2% | -13.3% | -15.3% |
| 6M | -30.2% | +94.1% | -124.3% | -40.8% |
| YTD | -26.8% | +119.4% | -146.3% | -39.9% |
| 1Y | -25.3% | +141.4% | -166.7% | -40.0% |
| 3Y | -7.8% | +273.6% | -281.3% | -33.7% |
| 5Y | +17.0% | +177.7% | -160.7% | -13.2% |
| All | +165.9% | +131.7% | +34.2% | +76.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling