+151.5%
CAKE vs UUUU
+465.5%
-314.0%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.0% | +6.5% | +2.1% |
| 7D | -4.5% | -10.5% | +6.0% | -3.3% |
| 30D | -12.4% | -10.5% | -1.9% | -11.5% |
| 3M | +37.3% | -14.1% | +51.5% | +38.9% |
| 6M | +70.7% | -35.5% | +106.2% | +76.5% |
| YTD | +106.0% | -10.9% | +116.9% | +101.3% |
| 1Y | +79.7% | +3.4% | +76.3% | +68.8% |
| 3Y | +267.8% | +73.1% | +194.6% | +205.1% |
| 5Y | +159.9% | +87.1% | +72.8% | +101.7% |
| All | +151.5% | +465.5% | -314.0% | +40.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling