-40.3%
LULU vs CAKE
+78.0%
-118.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.6% | +1.6% |
| 7D | -1.6% | -4.5% | +2.9% | 0.0% |
| 30D | -18.1% | -12.4% | -5.7% | -14.5% |
| 3M | -18.8% | +37.3% | -56.1% | -28.5% |
| 6M | -39.2% | +70.7% | -109.9% | -51.2% |
| YTD | -52.4% | +106.0% | -158.4% | -65.4% |
| 1Y | -40.3% | +79.7% | -120.0% | -52.5% |
| All | -40.3% | +78.0% | -118.3% | -52.5% |
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