+550.0%
LNG vs CAKE
+155.4%
+394.6%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | 0.0% |
| 7D | -4.7% | -4.5% | -0.1% | -4.1% |
| 30D | +3.8% | -12.4% | +16.3% | +5.7% |
| 3M | +16.2% | +37.3% | -21.2% | +10.7% |
| 6M | +11.7% | +70.7% | -59.0% | +2.7% |
| YTD | +44.2% | +106.0% | -61.8% | +28.5% |
| 1Y | +18.6% | +79.7% | -61.1% | +7.7% |
| 3Y | +77.4% | +267.8% | -190.4% | +41.2% |
| 5Y | +232.3% | +159.9% | +72.4% | +171.6% |
| All | +550.0% | +155.4% | +394.6% | +384.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling