+152.2%
CAKE vs RPRX
+70.9%
+81.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.8% | +1.6% |
| 7D | -4.5% | -8.4% | +3.8% | -1.8% |
| 30D | -12.4% | -0.6% | -11.8% | -12.4% |
| 3M | +37.3% | +6.4% | +30.9% | +33.8% |
| 6M | +70.7% | +26.6% | +44.1% | +56.0% |
| YTD | +106.0% | +53.8% | +52.2% | +75.1% |
| 1Y | +79.7% | +62.8% | +16.9% | +48.8% |
| 3Y | +267.8% | +118.0% | +149.7% | +166.1% |
| All | +152.2% | +70.9% | +81.3% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling