+267.8%
CAKE vs RPRX
+116.2%
+151.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.8% | +1.6% |
| 7D | -4.5% | -8.4% | +3.8% | -3.1% |
| 30D | -12.4% | -0.6% | -11.8% | -12.4% |
| 3M | +37.3% | +6.4% | +30.9% | +35.3% |
| 6M | +70.7% | +26.6% | +44.1% | +62.0% |
| YTD | +106.0% | +53.8% | +52.2% | +87.7% |
| 1Y | +79.7% | +62.8% | +16.9% | +61.3% |
| 3Y | +267.8% | +118.0% | +149.7% | +204.1% |
| All | +267.8% | +116.2% | +151.6% | +204.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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