+146.1%
CAKE vs SPXS
-30.2%
+176.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.9% | +9.6% | +3.9% |
| 7D | +9.1% | +2.2% | +7.0% | +9.5% |
| 30D | +5.8% | +3.8% | +2.1% | +6.5% |
| 3M | +9.3% | +3.3% | +6.0% | +10.1% |
| 6M | +96.1% | -16.7% | +112.8% | +87.3% |
| YTD | +131.4% | -28.5% | +160.0% | +114.9% |
| 1Y | +146.1% | -30.4% | +176.5% | +127.1% |
| All | +146.1% | -30.2% | +176.2% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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