+687.8%
C vs CAKE
+4,088.6%
-3,400.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.8% | -1.0% |
| 7D | +4.2% | +2.5% | +1.7% | +3.2% |
| 30D | +2.0% | -3.1% | +5.0% | +2.8% |
| 3M | -10.1% | -2.2% | -7.9% | -10.2% |
| 6M | +1.0% | +94.1% | -93.1% | -22.5% |
| YTD | +8.5% | +119.4% | -111.0% | -20.9% |
| 1Y | +25.7% | +141.4% | -115.6% | -11.6% |
| 3Y | +216.0% | +273.6% | -57.6% | +83.9% |
| 5Y | +112.3% | +177.7% | -65.4% | +30.0% |
| 10Y | +217.8% | +131.9% | +85.9% | +78.1% |
| All | +687.8% | +4,088.6% | -3,400.8% | +92.8% |
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