+1,408.5%
LITE vs CAKE
+289.2%
+1,119.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.9% | +6.8% | +9.2% |
| 7D | -12.9% | -1.8% | -11.1% | -12.2% |
| 30D | -46.0% | +2.3% | -48.3% | -46.5% |
| 3M | -33.0% | +3.9% | -37.0% | -34.4% |
| 6M | -34.0% | +81.4% | -115.4% | -50.6% |
| YTD | +61.7% | +122.5% | -60.8% | +7.1% |
| 1Y | +148.3% | +138.1% | +10.2% | +57.7% |
| 3Y | +1,408.5% | +288.0% | +1,120.5% | +590.6% |
| All | +1,408.5% | +289.2% | +1,119.3% | +590.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling