+1,493.1%
LITE vs CAKE
+131.7%
+1,361.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.7% | -7.2% | -5.2% |
| 7D | +10.8% | +2.5% | +8.3% | +10.1% |
| 30D | -33.4% | -3.1% | -30.4% | -32.9% |
| 3M | -32.2% | -2.2% | -30.0% | -32.1% |
| 6M | -42.1% | +94.1% | -136.2% | -52.8% |
| YTD | +61.9% | +119.4% | -57.6% | +26.7% |
| 1Y | +163.0% | +141.4% | +21.6% | +100.1% |
| 3Y | +1,358.0% | +273.6% | +1,084.4% | +888.9% |
| 5Y | +549.9% | +177.7% | +372.2% | +358.9% |
| All | +1,493.1% | +131.7% | +1,361.4% | +825.1% |
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