+750.5%
AU vs CAKE
+2,592.4%
-1,841.9%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.4% |
| 7D | -4.3% | -4.5% | +0.3% | -4.0% |
| 30D | +7.3% | -12.4% | +19.7% | +8.2% |
| 3M | +26.3% | +37.3% | -11.0% | +23.4% |
| 6M | +1.8% | +70.7% | -69.0% | -2.1% |
| YTD | +26.8% | +106.0% | -79.2% | +20.4% |
| 1Y | +66.7% | +79.7% | -13.0% | +59.5% |
| 3Y | +579.1% | +267.8% | +311.3% | +515.5% |
| 5Y | +689.3% | +159.9% | +529.4% | +622.6% |
| 10Y | +686.6% | +154.3% | +532.3% | +590.1% |
| All | +750.5% | +2,592.4% | -1,841.9% | +459.1% |
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