+2,875.8%
LII vs CAKE
+1,486.9%
+1,388.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.7% | -1.6% | +0.4% |
| 7D | +2.9% | +2.5% | +0.5% | +2.2% |
| 30D | +0.9% | -3.1% | +4.0% | +1.8% |
| 3M | -15.5% | -2.2% | -13.3% | -15.3% |
| 6M | -30.2% | +94.1% | -124.3% | -43.6% |
| YTD | -26.8% | +119.4% | -146.3% | -43.2% |
| 1Y | -25.3% | +141.4% | -166.7% | -43.6% |
| 3Y | -7.8% | +273.6% | -281.3% | -40.1% |
| 5Y | +17.0% | +177.7% | -160.7% | -20.3% |
| 10Y | +169.9% | +131.9% | +38.0% | +65.4% |
| All | +2,875.8% | +1,486.9% | +1,388.9% | +973.3% |
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 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