+279.1%
CAKE vs SUI
+12.1%
+267.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.1% |
| 7D | -1.1% | -3.1% | +2.1% | -0.2% |
| 30D | +0.4% | -2.3% | +2.7% | +1.1% |
| 3M | +59.9% | -2.8% | +62.7% | +61.2% |
| 6M | +75.1% | -12.4% | +87.4% | +81.3% |
| YTD | +115.0% | -3.3% | +118.3% | +116.3% |
| 1Y | +81.6% | -5.8% | +87.4% | +84.0% |
| 3Y | +279.1% | +12.5% | +266.6% | +261.0% |
| All | +279.1% | +12.1% | +267.0% | +261.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling