+134.3%
CAKE vs EXPD
+41.2%
+93.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.7% | -3.3% |
| 7D | -3.8% | +3.6% | -7.4% | -4.9% |
| 30D | -5.2% | +0.3% | -5.5% | -5.5% |
| 3M | -9.2% | +6.1% | -15.3% | -11.1% |
| 6M | +76.6% | +27.4% | +49.3% | +62.1% |
| YTD | +113.6% | +32.0% | +81.6% | +87.9% |
| 1Y | +134.3% | +40.5% | +93.8% | +98.5% |
| All | +134.3% | +41.2% | +93.1% | +98.5% |
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