+267.8%
CAKE vs EVRG
+72.5%
+195.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | -4.5% | +0.1% | -4.6% | -4.5% |
| 30D | -12.4% | -1.2% | -11.2% | -12.3% |
| 3M | +37.3% | -0.6% | +38.0% | +37.1% |
| 6M | +70.7% | +2.4% | +68.3% | +69.1% |
| YTD | +106.0% | +15.5% | +90.5% | +96.9% |
| 1Y | +79.7% | +16.8% | +62.8% | +71.0% |
| 3Y | +267.8% | +75.0% | +192.8% | +206.9% |
| All | +267.8% | +72.5% | +195.3% | +206.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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