+79.7%
CAKE vs URA
+7.9%
+71.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.3% | +4.8% | +1.7% |
| 7D | -4.5% | -5.5% | +1.0% | -4.3% |
| 30D | -12.4% | -3.7% | -8.7% | -12.3% |
| 3M | +37.3% | -2.9% | +40.2% | +37.7% |
| 6M | +70.7% | -15.2% | +86.0% | +72.2% |
| YTD | +106.0% | +1.9% | +104.1% | +104.8% |
| 1Y | +79.7% | +6.9% | +72.7% | +77.0% |
| All | +79.7% | +7.9% | +71.7% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling