+2,863.4%
CAKE vs RY
+11,253.8%
-8,390.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | -4.7% | -3.0% | -1.7% | -3.0% |
| 30D | +0.9% | +6.3% | -5.4% | -2.5% |
| 3M | -2.7% | -2.6% | -0.1% | -1.3% |
| 6M | +81.2% | +13.9% | +67.2% | +67.4% |
| YTD | +120.6% | +21.7% | +98.9% | +96.1% |
| 1Y | +142.7% | +40.4% | +102.3% | +98.6% |
| 3Y | +283.3% | +161.3% | +122.0% | +119.5% |
| 5Y | +178.1% | +126.5% | +51.6% | +72.0% |
| 10Y | +133.1% | +354.3% | -221.3% | +2.4% |
| All | +2,863.4% | +11,253.8% | -8,390.4% | +340.6% |
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