+35.0%
LMT vs CAKE
+261.6%
-226.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.1% |
| 7D | -0.2% | -4.5% | +4.3% | -0.2% |
| 30D | -13.1% | -12.4% | -0.6% | -13.1% |
| 3M | -3.9% | +37.3% | -41.2% | -3.7% |
| 6M | -18.3% | +70.7% | -89.0% | -18.0% |
| YTD | +10.3% | +106.0% | -95.6% | +10.5% |
| 1Y | +14.2% | +79.7% | -65.4% | +14.3% |
| 3Y | +35.0% | +267.8% | -232.8% | +32.2% |
| All | +35.0% | +261.6% | -226.6% | +32.2% |
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