+1,009.8%
LITE vs CAKE
+168.2%
+841.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.4% | +11.2% |
| 7D | +12.6% | -1.1% | +13.7% | +13.0% |
| 30D | +9.9% | +0.4% | +9.5% | +9.5% |
| 3M | +9.3% | +59.9% | -50.6% | -9.7% |
| 6M | +75.2% | +75.1% | +0.2% | +38.0% |
| YTD | +165.5% | +115.0% | +50.5% | +91.1% |
| 1Y | +555.0% | +81.6% | +473.4% | +402.6% |
| 3Y | +1,870.5% | +279.1% | +1,591.4% | +1,038.3% |
| 5Y | +1,009.8% | +170.6% | +839.2% | +589.0% |
| All | +1,009.8% | +168.2% | +841.6% | +589.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling