+201.4%
B vs CAKE
+155.4%
+46.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.5% |
| 7D | -2.4% | -4.5% | +2.1% | -2.3% |
| 30D | +6.3% | -12.4% | +18.8% | +6.7% |
| 3M | +12.1% | +37.3% | -25.2% | +11.0% |
| 6M | -3.1% | +70.7% | -73.8% | -4.7% |
| YTD | +2.0% | +106.0% | -104.0% | -0.3% |
| 1Y | +51.7% | +79.7% | -28.0% | +48.8% |
| 3Y | +190.5% | +267.8% | -77.3% | +180.1% |
| 5Y | +158.0% | +159.9% | -1.9% | +148.4% |
| All | +201.4% | +155.4% | +46.0% | +173.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling