+79.3%
CAKE vs VSXY
+224.6%
-145.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | +0.2% |
| 7D | -4.0% | -14.0% | +10.0% | -3.2% |
| 30D | +2.4% | -15.9% | +18.3% | +3.4% |
| 3M | +69.0% | +3.4% | +65.6% | +68.5% |
| 6M | +69.3% | +25.9% | +43.4% | +65.8% |
| YTD | +115.8% | +39.5% | +76.3% | +108.8% |
| 1Y | +79.3% | +194.4% | -115.0% | +56.2% |
| All | +79.3% | +224.6% | -145.2% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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