+411.5%
CAKE vs UEC
+74.4%
+337.1%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -0.9% | -3.1% |
| 7D | -4.6% | -0.2% | -4.4% | -4.6% |
| 30D | -6.6% | +1.9% | -8.5% | -6.9% |
| 3M | +52.9% | +8.9% | +44.0% | +50.4% |
| 6M | +65.7% | -14.5% | +80.2% | +65.5% |
| YTD | +107.8% | -0.7% | +108.5% | +102.8% |
| 1Y | +78.5% | -4.1% | +82.5% | +72.7% |
| 3Y | +266.4% | +148.9% | +117.5% | +205.2% |
| 5Y | +159.6% | +300.0% | -140.4% | +91.8% |
| 10Y | +156.6% | +994.3% | -837.7% | +48.9% |
| All | +411.5% | +74.4% | +337.1% | +152.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling