+5,640.3%
AEM vs CAKE
+3,772.9%
+1,867.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.5% | -2.8% |
| 7D | -5.0% | -5.6% | +0.6% | -4.8% |
| 30D | +8.5% | -10.5% | +19.0% | +8.9% |
| 3M | +29.3% | +43.6% | -14.4% | +27.3% |
| 6M | -12.9% | +63.0% | -76.0% | -14.8% |
| YTD | +16.8% | +102.9% | -86.1% | +13.3% |
| 1Y | +29.8% | +75.6% | -45.8% | +26.6% |
| 3Y | +336.7% | +257.7% | +79.0% | +312.6% |
| 5Y | +299.9% | +156.0% | +143.9% | +279.6% |
| 10Y | +362.2% | +150.5% | +211.7% | +327.6% |
| All | +5,640.3% | +3,772.9% | +1,867.5% | +4,291.3% |
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