+2,614.7%
LITE vs CAKE
+153.4%
+2,461.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.4% | +2.0% |
| 7D | +13.6% | -4.6% | +18.2% | +15.0% |
| 30D | +21.6% | -6.6% | +28.1% | +23.7% |
| 3M | +20.3% | +52.9% | -32.6% | +5.9% |
| 6M | +54.4% | +65.7% | -11.4% | +31.7% |
| YTD | +168.3% | +107.8% | +60.5% | +114.1% |
| 1Y | +551.8% | +78.5% | +473.3% | +440.9% |
| 3Y | +1,891.5% | +266.4% | +1,625.1% | +1,266.6% |
| 5Y | +1,014.7% | +159.6% | +855.1% | +704.5% |
| 10Y | +2,614.7% | +156.6% | +2,458.1% | +1,588.8% |
| All | +2,614.7% | +153.4% | +2,461.3% | +1,588.8% |
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