+1,623.2%
ACN vs CAKE
+587.8%
+1,035.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -4.0% |
| 7D | -4.8% | -1.1% | -3.8% | -4.6% |
| 30D | +1.9% | +0.4% | +1.5% | +1.6% |
| 3M | +3.9% | +59.9% | -56.1% | -7.8% |
| 6M | -15.0% | +75.1% | -90.1% | -26.4% |
| YTD | -31.9% | +115.0% | -146.9% | -44.2% |
| 1Y | -28.5% | +81.6% | -110.1% | -39.0% |
| 3Y | -41.9% | +279.1% | -321.0% | -59.7% |
| 5Y | -42.9% | +170.6% | -213.5% | -58.4% |
| 10Y | +88.7% | +160.3% | -71.6% | +19.8% |
| All | +1,623.2% | +587.8% | +1,035.5% | +503.6% |
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