+146.1%
CAKE vs STLA
-53.0%
+199.0%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.8% | +0.9% | +4.2% |
| 7D | +9.1% | -0.6% | +9.8% | +9.2% |
| 30D | +5.8% | +3.6% | +2.3% | +5.4% |
| 3M | +9.3% | -20.6% | +30.0% | +12.7% |
| 6M | +96.1% | -34.3% | +130.4% | +105.3% |
| YTD | +131.4% | -57.3% | +188.7% | +157.3% |
| 1Y | +146.1% | -52.6% | +198.7% | +158.9% |
| All | +146.1% | -53.0% | +199.0% | +158.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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