+305.3%
AA vs CAKE
+4,004.5%
-3,699.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.9% | +3.6% |
| 7D | +1.7% | -1.1% | +2.7% | +2.0% |
| 30D | +3.3% | +0.4% | +2.9% | +2.8% |
| 3M | -29.4% | +59.9% | -89.3% | -39.9% |
| 6M | -12.8% | +75.1% | -87.9% | -28.5% |
| YTD | -2.1% | +115.0% | -117.2% | -24.8% |
| 1Y | +62.8% | +81.6% | -18.9% | +31.2% |
| 3Y | +90.5% | +279.1% | -188.6% | +21.0% |
| 5Y | +19.1% | +170.6% | -151.6% | -19.1% |
| 10Y | +124.8% | +160.3% | -35.5% | +41.4% |
| All | +305.3% | +4,004.5% | -3,699.2% | +57.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling