+79.7%
CAKE vs COO
-20.3%
+100.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.7% |
| 7D | -4.5% | -22.5% | +18.0% | +4.9% |
| 30D | -12.4% | -29.7% | +17.3% | +0.1% |
| 3M | +37.3% | -20.1% | +57.5% | +49.3% |
| 6M | +70.7% | -26.9% | +97.6% | +93.3% |
| YTD | +106.0% | -34.2% | +140.2% | +143.0% |
| 1Y | +79.7% | -21.3% | +100.9% | +93.7% |
| All | +79.7% | -20.3% | +100.0% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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