+113.6%
C vs CAKE
+173.4%
-59.8%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.8% | -0.8% |
| 7D | +4.2% | +2.5% | +1.7% | +3.4% |
| 30D | +2.0% | -3.1% | +5.0% | +2.7% |
| 3M | -10.1% | -2.2% | -7.9% | -10.1% |
| 6M | +1.0% | +94.1% | -93.1% | -18.3% |
| YTD | +8.5% | +119.4% | -111.0% | -15.8% |
| 1Y | +25.7% | +141.4% | -115.6% | -5.3% |
| 3Y | +216.0% | +273.6% | -57.6% | +107.8% |
| All | +113.6% | +173.4% | -59.8% | +42.9% |
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 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