+3,595.2%
CAKE vs EVRG
+1,389.0%
+2,206.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.5% | -2.4% |
| 7D | -5.6% | -0.7% | -4.9% | -5.3% |
| 30D | -10.5% | 0.0% | -10.5% | -10.6% |
| 3M | +43.6% | -1.0% | +44.6% | +43.7% |
| 6M | +63.0% | +1.0% | +62.1% | +61.3% |
| YTD | +102.9% | +15.1% | +87.8% | +88.7% |
| 1Y | +75.6% | +17.6% | +58.1% | +61.5% |
| 3Y | +257.7% | +70.5% | +187.3% | +173.9% |
| 5Y | +156.0% | +48.9% | +107.1% | +105.5% |
| 10Y | +150.5% | +112.8% | +37.8% | +75.1% |
| All | +3,595.2% | +1,389.0% | +2,206.2% | +1,211.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling