+369.5%
ALAB vs CAKE
+200.6%
+168.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.8% | +1.9% |
| 7D | -6.2% | -4.5% | -1.6% | -4.9% |
| 30D | -8.7% | -12.4% | +3.8% | -5.4% |
| 3M | -20.7% | +37.3% | -58.1% | -30.1% |
| 6M | +133.5% | +70.7% | +62.8% | +87.6% |
| YTD | +75.1% | +106.0% | -30.9% | +27.1% |
| 1Y | +25.0% | +79.7% | -54.6% | -3.3% |
| All | +369.5% | +200.6% | +168.8% | +181.5% |
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