+146.1%
CAKE vs SUI
+1.6%
+144.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.2% | -0.5% | +3.2% |
| 7D | +9.1% | +10.0% | -0.9% | +6.4% |
| 30D | +5.8% | +8.4% | -2.6% | +3.5% |
| 3M | +9.3% | +0.7% | +8.7% | +8.8% |
| 6M | +96.1% | -0.9% | +97.0% | +95.5% |
| YTD | +131.4% | +0.6% | +130.8% | +132.4% |
| 1Y | +146.1% | +0.8% | +145.3% | +145.7% |
| All | +146.1% | +1.6% | +144.4% | +145.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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