+3,716.0%
ALL vs CAKE
+3,145.0%
+571.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.4% |
| 7D | 0.0% | -4.0% | +4.0% | +0.9% |
| 30D | -1.5% | +2.4% | -3.9% | -2.2% |
| 3M | +23.6% | +69.0% | -45.3% | +10.4% |
| 6M | +22.3% | +69.3% | -46.9% | +8.7% |
| YTD | +26.5% | +115.8% | -89.3% | +6.6% |
| 1Y | +27.0% | +79.3% | -52.3% | +10.9% |
| 3Y | +149.6% | +262.0% | -112.4% | +83.0% |
| 5Y | +118.1% | +165.7% | -47.6% | +64.5% |
| 10Y | +369.0% | +158.9% | +210.1% | +216.8% |
| All | +3,716.0% | +3,145.0% | +571.0% | +1,494.4% |
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