+75.6%
CAKE vs ACGL
+8.0%
+67.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.4% | -2.4% |
| 7D | -5.6% | -3.6% | -2.0% | -5.5% |
| 30D | -10.5% | -2.1% | -8.4% | -10.4% |
| 3M | +43.6% | +5.4% | +38.3% | +42.6% |
| 6M | +63.0% | 0.0% | +63.0% | +61.7% |
| YTD | +102.9% | +0.3% | +102.6% | +100.8% |
| 1Y | +75.6% | +6.2% | +69.4% | +72.1% |
| All | +75.6% | +8.0% | +67.6% | +72.1% |
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