+225.2%
ACWI vs CAKE
+131.7%
+93.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -0.8% |
| 7D | +2.4% | +2.5% | 0.0% | +2.0% |
| 30D | -1.7% | -3.1% | +1.4% | -1.2% |
| 3M | -3.9% | -2.2% | -1.7% | -3.9% |
| 6M | +0.8% | +94.1% | -93.3% | -11.7% |
| YTD | +11.0% | +119.4% | -108.4% | -5.4% |
| 1Y | +13.1% | +141.4% | -128.3% | -5.5% |
| 3Y | +73.9% | +273.6% | -199.7% | +31.5% |
| 5Y | +59.0% | +177.7% | -118.6% | +23.4% |
| All | +225.2% | +131.7% | +93.5% | +120.4% |
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