+378.5%
CAKE vs UUUU
-92.5%
+471.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.3% | +4.0% | -1.9% |
| 7D | -5.6% | -5.0% | -0.6% | -5.3% |
| 30D | -10.5% | -7.8% | -2.7% | -10.1% |
| 3M | +43.6% | -0.4% | +44.1% | +43.2% |
| 6M | +63.0% | -32.9% | +95.9% | +65.9% |
| YTD | +102.9% | -6.3% | +109.2% | +100.0% |
| 1Y | +75.6% | +7.9% | +67.7% | +69.7% |
| 3Y | +257.7% | +85.2% | +172.5% | +223.3% |
| 5Y | +156.0% | +97.0% | +59.0% | +124.8% |
| 10Y | +150.5% | +492.6% | -342.1% | +92.8% |
| All | +378.5% | -92.5% | +471.0% | +246.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling