+156.7%
B vs CAKE
+152.3%
+4.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.2% | -2.3% |
| 7D | -5.0% | -5.6% | +0.6% | -4.6% |
| 30D | +8.7% | -10.5% | +19.2% | +9.6% |
| 3M | +17.3% | +43.6% | -26.3% | +13.3% |
| 6M | -5.0% | +63.0% | -68.1% | -9.5% |
| YTD | +1.4% | +102.9% | -101.4% | -5.2% |
| 1Y | +50.5% | +75.6% | -25.1% | +42.2% |
| 3Y | +194.4% | +257.7% | -63.4% | +158.1% |
| 5Y | +156.7% | +156.0% | +0.7% | +123.8% |
| All | +156.7% | +152.3% | +4.4% | +123.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling