+369.0%
LIN vs CAKE
+153.4%
+215.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.2% |
| 7D | -4.0% | -4.6% | +0.6% | -3.1% |
| 30D | -4.9% | -6.6% | +1.6% | -3.9% |
| 3M | -9.2% | +52.9% | -62.1% | -16.4% |
| 6M | -2.6% | +65.7% | -68.3% | -12.0% |
| YTD | +10.5% | +107.8% | -97.3% | -4.6% |
| 1Y | -0.1% | +78.5% | -78.6% | -11.5% |
| 3Y | +25.4% | +266.4% | -241.0% | -5.4% |
| 5Y | +59.7% | +159.6% | -99.9% | +25.0% |
| 10Y | +369.0% | +156.6% | +212.4% | +217.0% |
| All | +369.0% | +153.4% | +215.6% | +217.0% |
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 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