+79.7%
CAKE vs SUI
-8.0%
+87.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | -4.5% | -4.2% | -0.4% | -3.4% |
| 30D | -12.4% | -3.3% | -9.2% | -11.5% |
| 3M | +37.3% | -8.2% | +45.5% | +40.6% |
| 6M | +70.7% | -14.5% | +85.2% | +77.0% |
| YTD | +106.0% | -5.9% | +111.9% | +108.7% |
| 1Y | +79.7% | -9.7% | +89.4% | +86.5% |
| All | +79.7% | -8.0% | +87.7% | +86.5% |
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