+79.7%
CAKE vs MDY
+14.6%
+65.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.9% |
| 7D | -4.5% | -1.9% | -2.7% | -3.1% |
| 30D | -12.4% | -4.6% | -7.8% | -9.2% |
| 3M | +37.3% | -1.2% | +38.6% | +38.0% |
| 6M | +70.7% | +9.2% | +61.5% | +55.2% |
| YTD | +106.0% | +13.1% | +92.9% | +79.3% |
| 1Y | +79.7% | +13.0% | +66.6% | +52.5% |
| All | +79.7% | +14.6% | +65.1% | +52.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling