+3,361.5%
ASX vs CAKE
+647.1%
+2,714.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.7% | -4.8% | -2.8% |
| 7D | +12.4% | +2.5% | +9.9% | +11.7% |
| 30D | -19.8% | -3.1% | -16.8% | -19.2% |
| 3M | -10.3% | -2.2% | -8.1% | -10.1% |
| 6M | +1.2% | +94.1% | -92.8% | -16.8% |
| YTD | +123.0% | +119.4% | +3.6% | +76.2% |
| 1Y | +145.4% | +141.4% | +4.1% | +88.5% |
| 3Y | +368.6% | +273.6% | +95.1% | +211.6% |
| 5Y | +486.0% | +177.7% | +308.4% | +309.3% |
| 10Y | +941.0% | +131.9% | +809.2% | +549.9% |
| All | +3,361.5% | +647.1% | +2,714.3% | +1,010.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling