+95.4%
CAT vs CAKE
+76.8%
+18.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.7% |
| 7D | +1.7% | -4.0% | +5.7% | +1.7% |
| 30D | -6.6% | +2.4% | -9.0% | -6.5% |
| 3M | -13.3% | +69.0% | -82.3% | -15.8% |
| 6M | +11.6% | +69.3% | -57.7% | +7.2% |
| YTD | +42.9% | +115.8% | -72.8% | +38.1% |
| 1Y | +95.4% | +79.3% | +16.1% | +86.3% |
| All | +95.4% | +76.8% | +18.7% | +86.3% |
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