+361.6%
LRCX vs CAKE
+261.6%
+100.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.5% | -0.4% |
| 7D | -3.1% | -4.5% | +1.5% | -1.7% |
| 30D | -8.6% | -12.4% | +3.9% | -5.1% |
| 3M | -17.7% | +37.3% | -55.0% | -27.3% |
| 6M | +36.4% | +70.7% | -34.4% | +10.7% |
| YTD | +74.5% | +106.0% | -31.4% | +32.5% |
| 1Y | +159.4% | +79.7% | +79.8% | +105.6% |
| 3Y | +361.6% | +267.8% | +93.8% | +195.4% |
| All | +361.6% | +261.6% | +100.0% | +195.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling