+5.8%
AMCR vs CAKE
+261.6%
-255.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.9% |
| 7D | -6.3% | -4.5% | -1.7% | -5.3% |
| 30D | -7.8% | -12.4% | +4.6% | -5.2% |
| 3M | +7.5% | +37.3% | -29.8% | -0.6% |
| 6M | +2.7% | +70.7% | -68.0% | -10.0% |
| YTD | +6.0% | +106.0% | -99.9% | -11.0% |
| 1Y | +7.8% | +79.7% | -71.9% | -7.0% |
| 3Y | +5.8% | +267.8% | -262.0% | -25.3% |
| All | +5.8% | +261.6% | -255.8% | -25.3% |
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 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