-33.1%
LULU vs CAKE
+145.1%
-178.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.7% | +0.1% | +3.2% |
| 7D | +6.5% | +9.1% | -2.6% | +3.5% |
| 30D | +20.3% | +5.8% | +14.5% | +18.1% |
| 3M | -8.9% | +9.3% | -18.2% | -11.9% |
| 6M | -13.1% | +96.1% | -109.2% | -32.1% |
| YTD | -46.1% | +131.4% | -177.5% | -60.4% |
| All | -33.1% | +145.1% | -178.3% | -52.3% |
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