-80.4%
LYFT vs CAKE
+145.1%
-225.5%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.3% |
| 7D | -8.4% | -4.5% | -3.8% | -6.2% |
| 30D | -7.6% | -12.4% | +4.8% | -1.7% |
| 3M | +11.7% | +37.3% | -25.6% | -5.9% |
| 6M | +15.1% | +70.7% | -55.6% | -14.1% |
| YTD | -20.9% | +106.0% | -126.9% | -46.8% |
| 1Y | -16.4% | +79.7% | -96.0% | -40.3% |
| 3Y | +35.2% | +267.8% | -232.6% | -35.7% |
| 5Y | -69.4% | +159.9% | -229.3% | -83.0% |
| All | -80.4% | +145.1% | -225.5% | -91.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling