+3,188.9%
LII vs CAKE
+1,460.4%
+1,728.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.0% |
| 7D | -0.7% | -4.0% | +3.3% | +0.4% |
| 30D | -12.6% | +2.4% | -15.0% | -13.5% |
| 3M | -24.4% | +69.0% | -93.4% | -36.2% |
| 6M | -28.7% | +69.3% | -98.0% | -40.0% |
| YTD | -19.1% | +115.8% | -134.9% | -36.8% |
| 1Y | -29.7% | +79.3% | -109.0% | -42.2% |
| 3Y | +4.8% | +262.0% | -257.2% | -31.4% |
| 5Y | +24.6% | +165.7% | -141.1% | -14.2% |
| 10Y | +169.2% | +158.9% | +10.3% | +58.8% |
| All | +3,188.9% | +1,460.4% | +1,728.4% | +1,094.6% |
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