+148.3%
ALL vs CAKE
+256.2%
-107.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.5% |
| 7D | -4.3% | -5.6% | +1.3% | -3.8% |
| 30D | -3.6% | -10.5% | +6.9% | -2.7% |
| 3M | +13.2% | +43.6% | -30.4% | +9.4% |
| 6M | +22.5% | +63.0% | -40.6% | +16.8% |
| YTD | +22.7% | +102.9% | -80.2% | +14.6% |
| 1Y | +28.3% | +75.6% | -47.3% | +21.4% |
| All | +148.3% | +256.2% | -107.8% | +117.7% |
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