+3,471.5%
LSCC vs CAKE
+4,110.1%
-638.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.8% | +9.6% | +10.1% |
| 7D | +14.5% | -4.7% | +19.2% | +16.4% |
| 30D | -0.1% | +0.9% | -0.9% | -0.6% |
| 3M | -2.7% | -2.7% | +0.1% | -2.5% |
| 6M | -4.8% | +81.2% | -86.0% | -23.8% |
| YTD | +66.9% | +120.6% | -53.7% | +24.6% |
| 1Y | +85.8% | +142.7% | -56.9% | +34.2% |
| 3Y | +115.6% | +283.3% | -167.7% | +32.0% |
| 5Y | +48.8% | +178.1% | -129.3% | -1.2% |
| 10Y | +1,490.3% | +133.1% | +1,357.2% | +827.0% |
| All | +3,471.5% | +4,110.1% | -638.6% | +813.7% |
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