+79.3%
CAKE vs ZYBT
-83.2%
+162.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.4% |
| 7D | -4.0% | -6.9% | +2.9% | -4.0% |
| 30D | +2.4% | -31.8% | +34.2% | +2.4% |
| 3M | +69.0% | +94.0% | -25.0% | +68.7% |
| 6M | +69.3% | +99.0% | -29.7% | +69.9% |
| YTD | +115.8% | +40.0% | +75.8% | +116.1% |
| 1Y | +79.3% | -79.5% | +158.9% | +75.5% |
| All | +79.3% | -83.2% | +162.6% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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