+79.7%
CAKE vs RRC
+20.8%
+58.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.5% |
| 7D | -4.5% | -1.8% | -2.7% | -4.6% |
| 30D | -12.4% | +2.7% | -15.1% | -12.4% |
| 3M | +37.3% | +8.8% | +28.5% | +37.9% |
| 6M | +70.7% | -1.2% | +71.9% | +69.8% |
| YTD | +106.0% | +17.6% | +88.4% | +104.6% |
| 1Y | +79.7% | +18.4% | +61.2% | +81.6% |
| All | +79.7% | +20.8% | +58.9% | +81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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