+2,848.3%
CAKE vs RY
+11,185.2%
-8,336.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.8% |
| 7D | +2.5% | +0.6% | +1.9% | +2.2% |
| 30D | -3.1% | +5.0% | -8.1% | -5.6% |
| 3M | -2.2% | -5.3% | +3.1% | +0.9% |
| 6M | +94.1% | +13.8% | +80.2% | +79.3% |
| YTD | +119.4% | +21.0% | +98.5% | +95.7% |
| 1Y | +141.4% | +40.5% | +100.9% | +97.5% |
| 3Y | +273.6% | +159.7% | +113.9% | +114.7% |
| 5Y | +177.7% | +124.3% | +53.3% | +72.7% |
| 10Y | +131.9% | +351.6% | -219.7% | +2.2% |
| All | +2,848.3% | +11,185.2% | -8,336.9% | +339.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling