+146.1%
CAKE vs ACGL
+28.7%
+117.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.7% | +2.0% | +4.4% |
| 7D | +9.1% | +8.0% | +1.2% | +8.4% |
| 30D | +5.8% | +17.3% | -11.5% | +4.5% |
| 3M | +9.3% | +11.2% | -1.9% | +8.4% |
| 6M | +96.1% | +18.2% | +77.9% | +92.2% |
| YTD | +131.4% | +15.4% | +116.0% | +126.8% |
| 1Y | +146.1% | +26.5% | +119.5% | +120.2% |
| All | +146.1% | +28.7% | +117.4% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 1y: compounded portfolio wealth divided by compounded ACGL 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…
1y analysis · Full analysis span regression · 6 months rolling