-32.6%
LII vs CAKE
+74.6%
-107.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.5% | -0.8% |
| 7D | -3.5% | -5.6% | +2.1% | -3.4% |
| 30D | -13.5% | -10.5% | -3.0% | -13.3% |
| 3M | -26.0% | +43.6% | -69.6% | -30.6% |
| 6M | -26.8% | +63.0% | -89.9% | -34.5% |
| YTD | -22.9% | +102.9% | -125.7% | -35.8% |
| 1Y | -32.6% | +75.6% | -108.2% | -44.5% |
| All | -32.6% | +74.6% | -107.2% | -44.5% |
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