+103.0%
CAKE vs MNDY
-49.8%
+152.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.4% | +1.3% |
| 7D | -4.5% | -4.6% | +0.1% | -4.0% |
| 30D | -12.4% | +1.0% | -13.5% | -13.0% |
| 3M | +37.3% | +9.1% | +28.2% | +34.5% |
| 6M | +70.7% | +14.2% | +56.5% | +64.6% |
| YTD | +106.0% | -41.1% | +147.1% | +117.0% |
| 1Y | +79.7% | -54.7% | +134.4% | +96.0% |
| 3Y | +267.8% | -50.6% | +318.3% | +277.6% |
| 5Y | +159.9% | -76.7% | +236.5% | +142.0% |
| All | +103.0% | -49.8% | +152.9% | +94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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