+232.7%
LITE vs CAKE
+147.7%
+85.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.7% | -12.5% | -7.9% |
| 7D | -31.4% | +9.1% | -40.6% | -31.5% |
| 30D | -42.6% | +5.8% | -48.4% | -42.6% |
| 3M | -26.2% | +9.3% | -35.5% | -25.9% |
| 6M | -35.8% | +96.1% | -131.9% | -37.4% |
| YTD | +70.0% | +131.4% | -61.4% | +60.7% |
| 1Y | +232.7% | +146.1% | +86.7% | +215.9% |
| All | +232.7% | +147.7% | +85.1% | +215.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling