+79.3%
CAKE vs SHAK
-34.0%
+113.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.2% | +0.3% |
| 7D | -4.0% | -0.7% | -3.3% | -3.8% |
| 30D | +2.4% | -6.6% | +9.1% | +4.1% |
| 3M | +69.0% | +30.1% | +38.9% | +57.6% |
| 6M | +69.3% | -28.7% | +98.0% | +79.7% |
| YTD | +115.8% | -14.5% | +130.3% | +113.1% |
| 1Y | +79.3% | -31.9% | +111.2% | +84.4% |
| All | +79.3% | -34.0% | +113.4% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling