+152.2%
CAKE vs UUUU
+79.1%
+73.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.0% | +6.5% | +2.0% |
| 7D | -4.5% | -10.5% | +6.0% | -3.5% |
| 30D | -12.4% | -10.5% | -1.9% | -11.6% |
| 3M | +37.3% | -14.1% | +51.5% | +38.8% |
| 6M | +70.7% | -35.5% | +106.2% | +76.0% |
| YTD | +106.0% | -10.9% | +116.9% | +101.0% |
| 1Y | +79.7% | +3.4% | +76.3% | +68.4% |
| 3Y | +267.8% | +73.1% | +194.6% | +201.7% |
| All | +152.2% | +79.1% | +73.1% | +95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling