+97.4%
AR vs CAKE
+173.4%
-76.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.7% | -0.4% |
| 7D | +7.4% | +2.5% | +4.9% | +6.9% |
| 30D | +5.8% | -3.1% | +8.8% | +6.1% |
| 3M | +5.2% | -2.2% | +7.4% | +5.1% |
| 6M | +5.4% | +94.1% | -88.6% | -8.3% |
| YTD | +12.4% | +119.4% | -107.0% | -6.0% |
| 1Y | +12.8% | +141.4% | -128.6% | -8.0% |
| 3Y | +47.2% | +273.6% | -226.4% | +4.1% |
| All | +97.4% | +173.4% | -76.1% | +46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling