+156.0%
CAKE vs CASY
+230.5%
-74.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.3% |
| 7D | -5.6% | -17.2% | +11.6% | -0.2% |
| 30D | -10.5% | -24.4% | +13.8% | -2.8% |
| 3M | +43.6% | -31.4% | +75.0% | +60.5% |
| 6M | +63.0% | -8.9% | +71.9% | +62.8% |
| YTD | +102.9% | +13.8% | +89.1% | +85.6% |
| 1Y | +75.6% | +17.0% | +58.7% | +58.3% |
| 3Y | +257.7% | +163.1% | +94.6% | +118.4% |
| 5Y | +156.0% | +239.0% | -83.0% | +29.3% |
| All | +156.0% | +230.5% | -74.5% | +29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling