+93.1%
ACN vs CAKE
+155.4%
-62.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.5% | +1.8% | +3.1% |
| 7D | -1.5% | -4.5% | +3.0% | -0.6% |
| 30D | +2.1% | -12.4% | +14.5% | +4.8% |
| 3M | +11.1% | +37.3% | -26.2% | +3.6% |
| 6M | -6.8% | +70.7% | -77.6% | -17.3% |
| YTD | -30.0% | +106.0% | -136.0% | -40.5% |
| 1Y | -23.1% | +79.7% | -102.8% | -32.9% |
| 3Y | -40.4% | +267.8% | -308.2% | -56.1% |
| 5Y | -41.6% | +159.9% | -201.5% | -55.2% |
| All | +93.1% | +155.4% | -62.4% | +27.8% |
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 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