+10,991.5%
LIN vs CAKE
+3,987.3%
+7,004.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.6% | +2.4% | -0.5% |
| 7D | +0.2% | -5.2% | +5.4% | +1.2% |
| 30D | +6.5% | -0.2% | +6.7% | +6.3% |
| 3M | +5.5% | -0.2% | +5.7% | +5.1% |
| 6M | +3.3% | +77.5% | -74.1% | -8.2% |
| YTD | +22.0% | +114.1% | -92.1% | +4.0% |
| 1Y | +25.7% | +131.6% | -105.8% | +5.4% |
| 3Y | +36.2% | +271.4% | -235.2% | +2.0% |
| 5Y | +66.1% | +157.5% | -91.5% | +29.7% |
| 10Y | +431.0% | +153.3% | +277.7% | +273.4% |
| All | +10,991.5% | +3,987.3% | +7,004.3% | +4,550.9% |
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