+42.8%
LRCX vs CAKE
+147.7%
-104.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.7% | -8.7% | -5.0% |
| 7D | -12.8% | +9.1% | -21.9% | -14.4% |
| 30D | -36.0% | +5.8% | -41.8% | -36.7% |
| 3M | -30.2% | +9.3% | -39.6% | -32.1% |
| 6M | -14.2% | +96.1% | -110.3% | -34.8% |
| YTD | +29.7% | +131.4% | -101.7% | -9.5% |
| 1Y | +42.8% | +146.1% | -103.3% | -1.8% |
| All | +42.8% | +147.7% | -104.9% | -1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling