+152.2%
CAKE vs UEC
+198.6%
-46.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.2% | +6.7% | +2.0% |
| 7D | -4.5% | -9.4% | +4.9% | -3.7% |
| 30D | -12.4% | -8.0% | -4.4% | -12.0% |
| 3M | +37.3% | -1.7% | +39.0% | +36.9% |
| 6M | +70.7% | -26.1% | +96.9% | +72.8% |
| YTD | +106.0% | -10.5% | +116.5% | +103.2% |
| 1Y | +79.7% | -13.3% | +92.9% | +75.6% |
| 3Y | +267.8% | +116.4% | +151.4% | +210.1% |
| All | +152.2% | +198.6% | -46.4% | +99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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