+770.1%
C vs CAKE
+4,018.7%
-3,248.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +3.6% | -4.0% | +7.6% | +5.1% |
| 30D | +0.1% | +2.4% | -2.4% | -1.2% |
| 3M | +2.4% | +69.0% | -66.6% | -16.6% |
| 6M | +24.9% | +69.3% | -44.3% | +1.3% |
| YTD | +19.8% | +115.8% | -96.0% | -11.4% |
| 1Y | +44.9% | +79.3% | -34.5% | +14.0% |
| 3Y | +263.0% | +262.0% | +1.0% | +114.6% |
| 5Y | +129.5% | +165.7% | -36.1% | +43.0% |
| 10Y | +291.6% | +158.9% | +132.7% | +111.9% |
| All | +770.1% | +4,018.7% | -3,248.6% | +115.8% |
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 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