+3,595.2%
CAKE vs MKC
+1,472.2%
+2,123.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.6% | -2.1% |
| 7D | -5.6% | -2.8% | -2.8% | -4.7% |
| 30D | -10.5% | -3.4% | -7.1% | -9.5% |
| 3M | +43.6% | +3.8% | +39.9% | +41.4% |
| 6M | +63.0% | -17.9% | +81.0% | +73.6% |
| YTD | +102.9% | -23.6% | +126.5% | +120.3% |
| 1Y | +75.6% | -23.1% | +98.7% | +89.9% |
| 3Y | +257.7% | -31.5% | +289.2% | +296.9% |
| 5Y | +156.0% | -33.1% | +189.1% | +180.3% |
| 10Y | +150.5% | +29.3% | +121.2% | +114.3% |
| All | +3,595.2% | +1,472.2% | +2,123.1% | +1,495.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling