+146.1%
CAKE vs RGEN
+19.5%
+126.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +9.1% | -3.5% | +12.7% | +9.7% |
| 30D | +5.8% | -6.0% | +11.8% | +6.7% |
| 3M | +9.3% | +19.0% | -9.6% | +5.3% |
| 6M | +96.1% | +50.7% | +45.4% | +77.5% |
| YTD | +131.4% | +8.8% | +122.7% | +125.8% |
| 1Y | +146.1% | +21.3% | +124.8% | +132.7% |
| All | +146.1% | +19.5% | +126.5% | +132.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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