+75.6%
CAKE vs RY
+44.8%
+30.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.2% |
| 7D | -5.6% | -2.9% | -2.7% | -4.5% |
| 30D | -10.5% | -2.0% | -8.5% | -9.7% |
| 3M | +43.6% | +4.9% | +38.8% | +37.4% |
| 6M | +63.0% | +26.1% | +36.9% | +36.5% |
| YTD | +102.9% | +22.4% | +80.5% | +72.5% |
| 1Y | +75.6% | +44.7% | +30.9% | +27.8% |
| All | +75.6% | +44.8% | +30.8% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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