+3,552.3%
ASX vs CAKE
+634.7%
+2,917.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -0.7% | -4.0% | +3.3% | +0.4% |
| 30D | +2.0% | +2.4% | -0.4% | +1.1% |
| 3M | -1.3% | +69.0% | -70.3% | -15.6% |
| 6M | +71.4% | +69.3% | +2.2% | +46.2% |
| YTD | +135.3% | +115.8% | +19.6% | +87.2% |
| 1Y | +267.5% | +79.3% | +188.1% | +205.6% |
| 3Y | +388.5% | +262.0% | +126.5% | +227.7% |
| 5Y | +417.1% | +165.7% | +251.4% | +264.7% |
| 10Y | +872.7% | +158.9% | +713.8% | +484.9% |
| All | +3,552.3% | +634.7% | +2,917.6% | +1,079.8% |
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