+267.8%
CAKE vs MKC
-31.4%
+299.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | -4.5% | -1.5% | -3.1% | -4.1% |
| 30D | -12.4% | -3.1% | -9.3% | -11.7% |
| 3M | +37.3% | +5.2% | +32.2% | +35.3% |
| 6M | +70.7% | -12.8% | +83.5% | +76.5% |
| YTD | +106.0% | -23.3% | +129.3% | +119.0% |
| 1Y | +79.7% | -24.1% | +103.8% | +91.3% |
| 3Y | +267.8% | -32.1% | +299.9% | +308.4% |
| All | +267.8% | -31.4% | +299.2% | +308.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 3y: compounded portfolio wealth divided by compounded MKC 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…
3y analysis · Full analysis span regression · 6 months rolling