+159.6%
CAKE vs RY
+139.4%
+20.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.3% | -2.6% |
| 7D | -4.6% | -0.5% | -4.1% | -4.3% |
| 30D | -6.6% | -1.9% | -4.7% | -5.4% |
| 3M | +52.9% | +5.1% | +47.8% | +46.5% |
| 6M | +65.7% | +28.2% | +37.6% | +37.5% |
| YTD | +107.8% | +22.9% | +84.9% | +77.5% |
| 1Y | +78.5% | +45.5% | +33.0% | +34.6% |
| 3Y | +266.4% | +156.7% | +109.7% | +82.8% |
| 5Y | +159.6% | +137.7% | +21.9% | +30.5% |
| All | +159.6% | +139.4% | +20.2% | +30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling