+159.6%
CAKE vs SUI
-33.5%
+193.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -2.0% | -2.9% |
| 7D | -4.6% | -4.3% | -0.3% | -3.0% |
| 30D | -6.6% | -2.1% | -4.4% | -5.8% |
| 3M | +52.9% | -6.1% | +59.0% | +56.4% |
| 6M | +65.7% | -12.8% | +78.5% | +74.0% |
| YTD | +107.8% | -4.6% | +112.4% | +110.4% |
| 1Y | +78.5% | -7.7% | +86.2% | +82.9% |
| 3Y | +266.4% | +10.9% | +255.4% | +239.8% |
| 5Y | +159.6% | -32.4% | +192.0% | +188.2% |
| All | +159.6% | -33.5% | +193.1% | +188.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling