+146.1%
CAKE vs RVTY
+74.0%
+72.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.5% | +7.2% | +5.1% |
| 7D | +9.1% | -3.6% | +12.7% | +9.8% |
| 30D | +5.8% | +1.4% | +4.5% | +5.4% |
| 3M | +9.3% | +43.2% | -33.9% | -0.2% |
| 6M | +96.1% | +84.5% | +11.6% | +63.6% |
| YTD | +131.4% | +65.2% | +66.2% | +95.2% |
| 1Y | +146.1% | +74.3% | +71.8% | +97.9% |
| All | +146.1% | +74.0% | +72.1% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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