+138.3%
ADI vs CAKE
+157.8%
-19.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.5% | +3.3% | +4.4% |
| 7D | +4.6% | -4.5% | +9.1% | +6.0% |
| 30D | -1.2% | -12.4% | +11.3% | +2.5% |
| 3M | -7.8% | +37.3% | -45.2% | -17.4% |
| 6M | +19.3% | +70.7% | -51.4% | -1.0% |
| YTD | +40.9% | +106.0% | -65.1% | +9.7% |
| 1Y | +54.5% | +79.7% | -25.2% | +25.2% |
| 3Y | +123.4% | +267.8% | -144.3% | +41.7% |
| All | +138.3% | +157.8% | -19.5% | +57.6% |
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 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