+2,963.7%
ALB vs CAKE
+2,864.4%
+99.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | -4.4% | -1.1% | -3.3% | -4.1% |
| 30D | -1.2% | +0.4% | -1.6% | -1.4% |
| 3M | -13.3% | +59.9% | -73.2% | -24.7% |
| 6M | -19.8% | +75.1% | -94.8% | -32.6% |
| YTD | -7.9% | +115.0% | -123.0% | -27.2% |
| 1Y | +60.2% | +81.6% | -21.5% | +32.7% |
| 3Y | -26.4% | +279.1% | -305.6% | -51.3% |
| 5Y | -42.5% | +170.6% | -213.2% | -59.5% |
| 10Y | +83.0% | +160.3% | -77.3% | +15.3% |
| All | +2,963.7% | +2,864.4% | +99.3% | +1,070.0% |
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