+3,326.7%
CAKE vs SUI
+4,037.5%
-710.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -4.0% | -2.8% | -1.2% | -2.7% |
| 30D | +2.4% | -1.2% | +3.6% | +2.9% |
| 3M | +69.0% | -1.7% | +70.7% | +70.1% |
| 6M | +69.3% | -10.5% | +79.8% | +77.5% |
| YTD | +115.8% | -1.8% | +117.6% | +116.1% |
| 1Y | +79.3% | -4.1% | +83.4% | +81.3% |
| 3Y | +262.0% | +11.3% | +250.8% | +232.6% |
| 5Y | +165.7% | -32.1% | +197.8% | +202.5% |
| 10Y | +158.9% | +110.4% | +48.5% | +67.3% |
| All | +3,326.7% | +4,037.5% | -710.8% | +450.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling