+107,065.0%
LRCX vs CAKE
+3,772.9%
+103,292.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.4% | -3.3% | -4.9% |
| 7D | +1.8% | -5.6% | +7.4% | +3.8% |
| 30D | -4.3% | -10.5% | +6.2% | -1.1% |
| 3M | -7.3% | +43.6% | -51.0% | -18.8% |
| 6M | +38.6% | +63.0% | -24.5% | +16.1% |
| YTD | +74.4% | +102.9% | -28.5% | +36.0% |
| 1Y | +179.1% | +75.6% | +103.5% | +126.7% |
| 3Y | +357.7% | +257.7% | +100.0% | +187.9% |
| 5Y | +424.9% | +156.0% | +268.9% | +257.1% |
| 10Y | +3,642.4% | +150.5% | +3,491.8% | +2,062.8% |
| All | +107,065.0% | +3,772.9% | +103,292.2% | +25,622.9% |
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