+384.5%
ALAB vs CAKE
+203.3%
+181.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.4% | +7.4% | +5.0% |
| 7D | +9.6% | -4.6% | +14.2% | +11.0% |
| 30D | -5.3% | -6.6% | +1.3% | -3.8% |
| 3M | -12.0% | +52.9% | -65.0% | -25.4% |
| 6M | +145.7% | +65.7% | +80.0% | +99.9% |
| YTD | +80.7% | +107.8% | -27.2% | +30.8% |
| 1Y | +40.1% | +78.5% | -38.4% | +9.0% |
| All | +384.5% | +203.3% | +181.2% | +189.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling