+146.1%
CAKE vs CASY
+32.1%
+113.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.4% | +3.3% | +4.5% |
| 7D | +9.1% | +0.8% | +8.3% | +9.0% |
| 30D | +5.8% | +9.4% | -3.6% | +4.6% |
| 3M | +9.3% | -20.6% | +29.9% | +11.6% |
| 6M | +96.1% | -20.7% | +116.8% | +98.3% |
| YTD | +131.4% | +22.5% | +108.9% | +115.1% |
| 1Y | +146.1% | +29.5% | +116.6% | +118.8% |
| All | +146.1% | +32.1% | +113.9% | +118.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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