+1,749.8%
LNT vs CAKE
+3,772.9%
-2,023.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.6% |
| 7D | -1.1% | -5.6% | +4.5% | -0.5% |
| 30D | -1.9% | -10.5% | +8.6% | -0.8% |
| 3M | -7.2% | +43.6% | -50.8% | -11.2% |
| 6M | -3.9% | +63.0% | -66.9% | -9.6% |
| YTD | +5.9% | +102.9% | -97.0% | -3.0% |
| 1Y | +8.4% | +75.6% | -67.3% | +0.8% |
| 3Y | +46.6% | +257.7% | -211.1% | +23.9% |
| 5Y | +32.4% | +156.0% | -123.6% | +13.8% |
| 10Y | +147.9% | +150.5% | -2.6% | +98.2% |
| All | +1,749.8% | +3,772.9% | -2,023.0% | +1,049.9% |
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 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