+431.5%
LIN vs CAKE
+131.7%
+299.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.1% | +0.2% |
| 7D | +2.1% | +2.5% | -0.4% | +1.6% |
| 30D | +6.8% | -3.1% | +9.8% | +7.2% |
| 3M | +10.4% | -2.2% | +12.6% | +10.4% |
| 6M | +3.2% | +94.1% | -90.9% | -9.5% |
| YTD | +24.6% | +119.4% | -94.8% | +6.0% |
| 1Y | +24.4% | +141.4% | -117.0% | +3.8% |
| 3Y | +36.7% | +273.6% | -236.8% | +2.5% |
| 5Y | +67.0% | +177.7% | -110.7% | +28.8% |
| All | +431.5% | +131.7% | +299.8% | +252.2% |
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