+20.5%
ACWI vs CAKE
+76.5%
-56.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.7% | -0.4% |
| 7D | 0.0% | -4.6% | +4.6% | +0.3% |
| 30D | -0.6% | -6.6% | +6.0% | -0.2% |
| 3M | +4.3% | +52.9% | -48.7% | -0.1% |
| 6M | +12.7% | +65.7% | -53.1% | +6.3% |
| YTD | +13.9% | +107.8% | -93.9% | +5.3% |
| 1Y | +20.5% | +78.5% | -58.0% | +11.2% |
| All | +20.5% | +76.5% | -56.0% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling