+390.6%
LLY vs CAKE
+157.8%
+232.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.7% |
| 7D | -2.9% | -4.5% | +1.6% | -2.7% |
| 30D | -8.4% | -12.4% | +4.0% | -7.9% |
| 3M | -3.8% | +37.3% | -41.1% | -5.4% |
| 6M | +11.9% | +70.7% | -58.8% | +8.8% |
| YTD | +4.3% | +106.0% | -101.7% | +0.4% |
| 1Y | +48.5% | +79.7% | -31.2% | +43.8% |
| 3Y | +91.2% | +267.8% | -176.5% | +82.4% |
| All | +390.6% | +157.8% | +232.8% | +356.0% |
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