+247.4%
A vs CAKE
+155.4%
+92.0%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.5% | +1.1% | +2.4% |
| 7D | -2.6% | -4.5% | +1.9% | -1.8% |
| 30D | -0.9% | -12.4% | +11.6% | +1.4% |
| 3M | +13.6% | +37.3% | -23.7% | +6.6% |
| 6M | +27.8% | +70.7% | -42.9% | +14.7% |
| YTD | +8.6% | +106.0% | -97.4% | -6.1% |
| 1Y | +16.9% | +79.7% | -62.8% | +3.5% |
| 3Y | +32.9% | +267.8% | -234.9% | +2.3% |
| 5Y | -14.1% | +159.9% | -174.0% | -31.8% |
| All | +247.4% | +155.4% | +92.0% | +141.1% |
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