+208.1%
LRCX vs CAKE
+76.8%
+131.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +5.1% |
| 7D | +1.9% | -4.0% | +5.9% | +2.5% |
| 30D | +0.1% | +2.4% | -2.4% | -0.7% |
| 3M | -8.5% | +69.0% | -77.5% | -22.1% |
| 6M | +38.1% | +69.3% | -31.2% | +15.6% |
| YTD | +80.1% | +115.8% | -35.7% | +43.5% |
| 1Y | +208.1% | +79.3% | +128.7% | +141.2% |
| All | +208.1% | +76.8% | +131.3% | +141.2% |
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 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