+146.1%
CAKE vs FLR
+2.5%
+143.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +4.7% |
| 7D | +9.1% | +1.4% | +7.8% | +9.1% |
| 30D | +5.8% | -5.9% | +11.8% | +6.0% |
| 3M | +9.3% | -7.6% | +17.0% | +9.2% |
| 6M | +96.1% | -9.3% | +105.4% | +95.5% |
| YTD | +131.4% | +20.1% | +111.3% | +111.1% |
| 1Y | +146.1% | +3.0% | +143.1% | +131.2% |
| All | +146.1% | +2.5% | +143.5% | +131.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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