+8.9%
CAT vs CAKE
+147.7%
-138.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.7% | -9.9% | -5.2% |
| 7D | -17.1% | +9.1% | -26.2% | -17.2% |
| 30D | -30.1% | +5.8% | -36.0% | -30.1% |
| 3M | -32.4% | +9.3% | -41.7% | -32.5% |
| 6M | -32.1% | +96.1% | -128.2% | -38.5% |
| YTD | +4.1% | +131.4% | -127.3% | -9.6% |
| 1Y | +8.9% | +146.1% | -137.2% | -6.1% |
| All | +8.9% | +147.7% | -138.8% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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