+132.0%
C vs CAKE
+163.4%
-31.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.1% | +1.7% |
| 7D | +2.6% | -4.6% | +7.1% | +3.9% |
| 30D | +1.9% | -6.6% | +8.5% | +3.6% |
| 3M | +2.8% | +52.9% | -50.1% | -10.0% |
| 6M | +30.6% | +65.7% | -35.2% | +11.2% |
| YTD | +19.9% | +107.8% | -87.9% | -4.7% |
| 1Y | +44.6% | +78.5% | -33.9% | +19.7% |
| 3Y | +272.1% | +266.4% | +5.8% | +149.2% |
| 5Y | +132.0% | +159.6% | -27.7% | +59.2% |
| All | +132.0% | +163.4% | -31.5% | +59.2% |
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