+479.4%
ASX vs CAKE
+163.4%
+316.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +4.5% |
| 7D | +11.1% | -4.6% | +15.7% | +12.5% |
| 30D | +9.6% | -6.6% | +16.2% | +11.4% |
| 3M | +18.6% | +52.9% | -34.3% | +3.0% |
| 6M | +92.1% | +65.7% | +26.4% | +61.8% |
| YTD | +158.5% | +107.8% | +50.7% | +102.1% |
| 1Y | +271.9% | +78.5% | +193.4% | +203.3% |
| 3Y | +465.2% | +266.4% | +198.9% | +253.0% |
| 5Y | +479.4% | +159.6% | +319.8% | +267.7% |
| All | +479.4% | +163.4% | +316.0% | +267.7% |
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 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