+151.5%
CAKE vs RVTY
+145.6%
+5.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +0.5% |
| 7D | -4.5% | -4.5% | 0.0% | -2.9% |
| 30D | -12.4% | +5.5% | -17.9% | -14.3% |
| 3M | +37.3% | +22.5% | +14.8% | +26.7% |
| 6M | +70.7% | +38.9% | +31.8% | +49.3% |
| YTD | +106.0% | +28.7% | +77.2% | +84.2% |
| 1Y | +79.7% | +45.5% | +34.2% | +52.9% |
| 3Y | +267.8% | +16.4% | +251.4% | +230.6% |
| 5Y | +159.9% | -32.7% | +192.6% | +180.0% |
| All | +151.5% | +145.6% | +5.8% | +52.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling