+146.1%
CAKE vs UUUU
-55.1%
+201.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +4.7% |
| 7D | +9.1% | -14.4% | +23.6% | +9.6% |
| 30D | +5.8% | -33.6% | +39.5% | +7.1% |
| 3M | +9.3% | -44.2% | +53.5% | +11.3% |
| 6M | +96.1% | -66.8% | +162.9% | +102.7% |
| YTD | +131.4% | -50.6% | +182.1% | +130.4% |
| 1Y | +146.1% | -57.8% | +203.9% | +146.1% |
| All | +146.1% | -55.1% | +201.2% | +146.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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