+65.7%
CAKE vs AEIS
+0.5%
+65.3%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.2% | -3.4% |
| 7D | -4.6% | +6.5% | -11.0% | -4.5% |
| 30D | -6.6% | -9.2% | +2.6% | -6.5% |
| 3M | +52.9% | -8.3% | +61.3% | +53.5% |
| 6M | +65.7% | -6.3% | +72.1% | +60.4% |
| All | +65.7% | +0.5% | +65.3% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 6mo: compounded portfolio wealth divided by compounded AEIS 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…
6mo analysis · Full analysis span regression · 6 months rolling