+2,864.9%
LII vs CAKE
+1,495.1%
+1,369.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -2.3% | -4.7% | +2.4% | -1.0% |
| 30D | -1.7% | +0.9% | -2.6% | -1.9% |
| 3M | -18.3% | -2.7% | -15.5% | -18.0% |
| 6M | -32.3% | +81.2% | -113.5% | -44.2% |
| YTD | -27.1% | +120.6% | -147.7% | -43.5% |
| 1Y | -27.2% | +142.7% | -169.9% | -45.1% |
| 3Y | -8.9% | +283.3% | -292.2% | -41.3% |
| 5Y | +19.7% | +178.1% | -158.4% | -18.5% |
| 10Y | +168.9% | +133.1% | +35.8% | +64.5% |
| All | +2,864.9% | +1,495.1% | +1,369.8% | +968.0% |
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