+151.5%
CAKE vs MDY
+177.2%
-25.7%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.5% |
| 7D | -4.5% | -1.9% | -2.7% | -2.3% |
| 30D | -12.4% | -4.6% | -7.8% | -7.2% |
| 3M | +37.3% | -1.2% | +38.6% | +38.7% |
| 6M | +70.7% | +9.2% | +61.5% | +51.9% |
| YTD | +106.0% | +13.1% | +92.9% | +75.5% |
| 1Y | +79.7% | +13.0% | +66.6% | +53.0% |
| 3Y | +267.8% | +49.2% | +218.6% | +121.1% |
| 5Y | +159.9% | +47.2% | +112.7% | +60.5% |
| All | +151.5% | +177.2% | -25.7% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling