+340.7%
B vs CAKE
+3,866.7%
-3,526.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.2% |
| 7D | +1.0% | -4.6% | +5.6% | +1.2% |
| 30D | +9.5% | -6.6% | +16.1% | +9.7% |
| 3M | +14.3% | +52.9% | -38.6% | +13.0% |
| 6M | -1.9% | +65.7% | -67.6% | -3.2% |
| YTD | +4.1% | +107.8% | -103.7% | +2.1% |
| 1Y | +56.1% | +78.5% | -22.4% | +53.6% |
| 3Y | +202.0% | +266.4% | -64.4% | +191.8% |
| 5Y | +158.8% | +159.6% | -0.8% | +150.7% |
| 10Y | +211.9% | +156.6% | +55.3% | +197.5% |
| All | +340.7% | +3,866.7% | -3,526.0% | +273.0% |
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