+50.1%
AR vs CAKE
+256.2%
-206.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.4% |
| 7D | -1.3% | -5.6% | +4.3% | -0.5% |
| 30D | +3.5% | -10.5% | +14.1% | +5.0% |
| 3M | +9.9% | +43.6% | -33.7% | +4.6% |
| 6M | +4.5% | +63.0% | -58.5% | -2.6% |
| YTD | +13.7% | +102.9% | -89.2% | +0.9% |
| 1Y | +19.2% | +75.6% | -56.4% | +9.1% |
| All | +50.1% | +256.2% | -206.1% | +9.6% |
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