+144.2%
LNT vs CAKE
+155.4%
-11.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | -1.0% | -4.5% | +3.5% | -0.5% |
| 30D | -4.2% | -12.4% | +8.2% | -2.9% |
| 3M | -6.7% | +37.3% | -44.0% | -10.3% |
| 6M | -3.6% | +70.7% | -74.3% | -9.8% |
| YTD | +5.9% | +106.0% | -100.1% | -3.4% |
| 1Y | +7.3% | +79.7% | -72.4% | -0.7% |
| 3Y | +46.5% | +267.8% | -221.3% | +22.2% |
| 5Y | +32.5% | +159.9% | -127.4% | +12.9% |
| All | +144.2% | +155.4% | -11.2% | +73.5% |
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