+2,167.6%
CAKE vs RBA
+3,492.7%
-1,325.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.6% | +0.2% |
| 7D | -1.1% | -1.1% | 0.0% | -0.8% |
| 30D | +0.4% | -13.2% | +13.6% | +4.1% |
| 3M | +59.9% | -21.4% | +81.3% | +69.2% |
| 6M | +75.1% | -20.9% | +95.9% | +84.7% |
| YTD | +115.0% | -19.9% | +134.9% | +125.6% |
| 1Y | +81.6% | -28.7% | +110.3% | +96.5% |
| 3Y | +279.1% | +27.4% | +251.7% | +246.4% |
| 5Y | +170.6% | +41.7% | +128.9% | +135.6% |
| 10Y | +160.3% | +189.6% | -29.3% | +81.8% |
| All | +2,167.6% | +3,492.7% | -1,325.2% | +939.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RBA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling