+271.0%
CAKE vs RY
+155.7%
+115.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.3% | -2.7% |
| 7D | -4.6% | -0.5% | -4.1% | -4.3% |
| 30D | -6.6% | -1.9% | -4.7% | -5.5% |
| 3M | +52.9% | +5.1% | +47.8% | +46.5% |
| 6M | +65.7% | +28.2% | +37.6% | +37.3% |
| YTD | +107.8% | +22.9% | +84.9% | +77.3% |
| 1Y | +78.5% | +45.5% | +33.0% | +34.2% |
| All | +271.0% | +155.7% | +115.3% | +97.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling