+2,799.1%
CAKE vs RY
+11,573.6%
-8,774.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.8% |
| 7D | -4.0% | +3.1% | -7.1% | -5.7% |
| 30D | +2.4% | -0.3% | +2.8% | +2.6% |
| 3M | +69.0% | +8.7% | +60.3% | +60.4% |
| 6M | +69.3% | +28.5% | +40.7% | +45.9% |
| YTD | +115.8% | +25.1% | +90.7% | +88.7% |
| 1Y | +79.3% | +46.3% | +33.1% | +43.3% |
| 3Y | +262.0% | +154.9% | +107.1% | +109.9% |
| 5Y | +165.7% | +140.3% | +25.4% | +58.8% |
| 10Y | +158.9% | +377.0% | -218.1% | +10.7% |
| All | +2,799.1% | +11,573.6% | -8,774.5% | +324.0% |
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