+267.8%
CAKE vs EQH
+100.2%
+167.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +0.9% |
| 7D | -4.5% | +0.7% | -5.3% | -4.8% |
| 30D | -12.4% | +2.8% | -15.3% | -13.6% |
| 3M | +37.3% | +23.1% | +14.3% | +24.7% |
| 6M | +70.7% | +41.4% | +29.3% | +44.7% |
| YTD | +106.0% | +14.3% | +91.7% | +91.8% |
| 1Y | +79.7% | +1.6% | +78.1% | +76.7% |
| 3Y | +267.8% | +102.7% | +165.1% | +165.5% |
| All | +267.8% | +100.2% | +167.5% | +165.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 3y: compounded portfolio wealth divided by compounded EQH 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…
3y analysis · Full analysis span regression · 6 months rolling