+498.2%
ASX vs CAKE
+170.5%
+327.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.9% | -3.1% |
| 7D | +22.1% | -3.8% | +25.9% | +23.5% |
| 30D | -23.8% | -5.2% | -18.5% | -22.5% |
| 3M | -7.6% | -9.2% | +1.6% | -5.4% |
| 6M | +6.9% | +76.6% | -69.7% | -12.1% |
| YTD | +127.7% | +113.6% | +14.1% | +74.9% |
| 1Y | +144.5% | +134.3% | +10.2% | +81.8% |
| 3Y | +377.8% | +271.2% | +106.6% | +191.6% |
| 5Y | +498.2% | +170.3% | +328.0% | +259.0% |
| All | +498.2% | +170.5% | +327.7% | +259.0% |
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