-43.1%
ACN vs CAKE
+153.9%
-197.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +1.7% |
| 7D | -7.9% | -5.6% | -2.3% | -6.7% |
| 30D | -1.1% | -10.5% | +9.5% | +1.3% |
| 3M | +5.6% | +43.6% | -38.0% | -3.3% |
| 6M | -9.9% | +63.0% | -73.0% | -20.2% |
| YTD | -32.3% | +102.9% | -135.2% | -43.3% |
| 1Y | -25.3% | +75.6% | -100.9% | -35.5% |
| 3Y | -42.3% | +257.7% | -300.0% | -59.0% |
| All | -43.1% | +153.9% | -197.0% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling