+24.2%
AVAV vs CAKE
+264.8%
-240.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.4% | -2.0% | -4.6% |
| 7D | -3.2% | -4.6% | +1.4% | -2.0% |
| 30D | -25.6% | -6.6% | -19.0% | -24.4% |
| 3M | -20.2% | +52.9% | -73.1% | -29.5% |
| 6M | -38.1% | +65.7% | -103.8% | -46.9% |
| YTD | -41.8% | +107.8% | -149.6% | -53.4% |
| 1Y | -39.0% | +78.5% | -117.5% | -49.2% |
| All | +24.2% | +264.8% | -240.6% | -19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling