+1,123.7%
CAT vs CAKE
+151.6%
+972.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -0.7% |
| 7D | +0.6% | -5.6% | +6.2% | +2.1% |
| 30D | -4.5% | -10.5% | +6.0% | -2.0% |
| 3M | -5.8% | +43.6% | -49.4% | -15.2% |
| 6M | +12.7% | +63.0% | -50.3% | -2.4% |
| YTD | +41.4% | +102.9% | -61.5% | +15.3% |
| 1Y | +92.1% | +75.6% | +16.4% | +61.7% |
| 3Y | +197.5% | +257.7% | -60.3% | +103.0% |
| 5Y | +327.9% | +156.0% | +171.9% | +205.4% |
| All | +1,123.7% | +151.6% | +972.1% | +663.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling