+92.1%
CAT vs CAKE
+74.6%
+17.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.3% |
| 7D | +0.6% | -5.6% | +6.2% | +0.6% |
| 30D | -4.5% | -10.5% | +6.0% | -4.6% |
| 3M | -5.8% | +43.6% | -49.4% | -7.5% |
| 6M | +12.7% | +63.0% | -50.3% | +8.3% |
| YTD | +41.4% | +102.9% | -61.5% | +37.0% |
| 1Y | +92.1% | +75.6% | +16.4% | +80.0% |
| All | +92.1% | +74.6% | +17.4% | +80.0% |
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