+361.5%
ALL vs CAKE
+155.4%
+206.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.8% | +0.5% |
| 7D | -2.3% | -4.5% | +2.3% | -1.5% |
| 30D | -0.4% | -12.4% | +12.0% | +1.7% |
| 3M | +16.0% | +37.3% | -21.3% | +9.5% |
| 6M | +24.6% | +70.7% | -46.1% | +12.8% |
| YTD | +23.7% | +106.0% | -82.3% | +8.2% |
| 1Y | +27.7% | +79.7% | -51.9% | +14.1% |
| 3Y | +150.2% | +267.8% | -117.5% | +92.0% |
| 5Y | +117.1% | +159.9% | -42.8% | +72.1% |
| All | +361.5% | +155.4% | +206.1% | +220.3% |
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 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