+7,812.2%
CAH vs CAKE
+3,866.7%
+3,945.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.3% |
| 7D | -2.2% | -4.6% | +2.3% | -1.6% |
| 30D | +1.2% | -6.6% | +7.8% | +2.1% |
| 3M | +13.1% | +52.9% | -39.8% | +6.0% |
| 6M | +8.5% | +65.7% | -57.3% | +0.2% |
| YTD | +17.6% | +107.8% | -90.2% | +4.9% |
| 1Y | +60.7% | +78.5% | -17.8% | +46.2% |
| 3Y | +183.2% | +266.4% | -83.2% | +126.9% |
| 5Y | +402.2% | +159.6% | +242.6% | +312.3% |
| 10Y | +302.3% | +156.6% | +145.7% | +206.4% |
| All | +7,812.2% | +3,866.7% | +3,945.5% | +4,097.0% |
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