+79.7%
CAKE vs CASY
+14.3%
+65.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.5% | +1.8% |
| 7D | -4.5% | -18.6% | +14.1% | -2.2% |
| 30D | -12.4% | -26.6% | +14.2% | -9.4% |
| 3M | +37.3% | -32.8% | +70.1% | +43.5% |
| 6M | +70.7% | -10.0% | +80.7% | +67.6% |
| YTD | +106.0% | +11.6% | +94.4% | +92.3% |
| 1Y | +79.7% | +11.5% | +68.2% | +63.4% |
| All | +79.7% | +14.3% | +65.3% | +63.4% |
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