+79.7%
CAKE vs EXPD
+60.5%
+19.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.0% |
| 7D | -4.5% | +2.0% | -6.5% | -5.1% |
| 30D | -12.4% | +4.4% | -16.8% | -13.5% |
| 3M | +37.3% | +15.7% | +21.6% | +31.4% |
| 6M | +70.7% | +37.5% | +33.2% | +54.3% |
| YTD | +106.0% | +29.9% | +76.1% | +89.8% |
| 1Y | +79.7% | +57.8% | +21.9% | +56.2% |
| All | +79.7% | +60.5% | +19.2% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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