+14.8%
ADI vs CAKE
+72.3%
-57.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +0.5% |
| 7D | +2.6% | -4.6% | +7.2% | +2.6% |
| 30D | -4.6% | -6.6% | +1.9% | -4.7% |
| 3M | -9.5% | +52.9% | -62.4% | -12.4% |
| 6M | +14.8% | +65.7% | -50.9% | +9.4% |
| All | +14.8% | +72.3% | -57.5% | +9.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling