+170.3%
CAKE vs SUI
-27.8%
+198.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.4% | -2.9% |
| 7D | -3.8% | -3.8% | 0.0% | -2.3% |
| 30D | -5.2% | +3.9% | -9.2% | -6.7% |
| 3M | -9.2% | +0.2% | -9.4% | -9.4% |
| 6M | +76.6% | -4.2% | +80.8% | +79.0% |
| YTD | +113.6% | -2.5% | +116.1% | +114.3% |
| 1Y | +134.3% | -4.0% | +138.4% | +136.4% |
| 3Y | +271.2% | +16.5% | +254.6% | +236.1% |
| 5Y | +170.3% | -27.2% | +197.5% | +212.5% |
| All | +170.3% | -27.8% | +198.1% | +212.5% |
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 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