+3,344.5%
LITE vs CAKE
+141.7%
+3,202.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.3% |
| 7D | -13.9% | -1.0% | -12.9% | -13.6% |
| 30D | -46.9% | +0.6% | -47.5% | -47.1% |
| 3M | -28.0% | -1.6% | -26.4% | -27.9% |
| 6M | -35.2% | +78.3% | -113.5% | -45.9% |
| YTD | +58.9% | +118.8% | -59.9% | +24.6% |
| 1Y | +125.3% | +140.3% | -15.0% | +71.9% |
| 3Y | +1,344.4% | +280.3% | +1,064.2% | +877.3% |
| 5Y | +541.2% | +171.9% | +369.2% | +355.8% |
| 10Y | +1,587.5% | +135.1% | +1,452.5% | +952.3% |
| All | +3,344.5% | +141.7% | +3,202.8% | +2,137.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling