+50.6%
LYB vs CAKE
+147.7%
-97.1%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +4.7% | -9.4% | -4.4% |
| 7D | -6.2% | +9.1% | -15.3% | -5.7% |
| 30D | +6.3% | +5.8% | +0.5% | +6.8% |
| 3M | +4.1% | +9.3% | -5.2% | +4.8% |
| 6M | -15.5% | +96.1% | -111.6% | -11.3% |
| YTD | +50.2% | +131.4% | -81.2% | +38.6% |
| 1Y | +50.6% | +146.1% | -95.5% | +31.2% |
| All | +50.6% | +147.7% | -97.1% | +31.2% |
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