+9.3%
CAT vs CAKE
+141.9%
-132.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.7% | -3.6% | -0.9% |
| 7D | +7.4% | +2.5% | +5.0% | +7.4% |
| 30D | -19.7% | -3.1% | -16.6% | -19.4% |
| 3M | -29.6% | -2.2% | -27.4% | -29.4% |
| 6M | -33.2% | +94.1% | -127.3% | -40.2% |
| YTD | +5.7% | +119.4% | -113.8% | -8.6% |
| 1Y | +9.3% | +141.4% | -132.0% | -6.3% |
| All | +9.3% | +141.9% | -132.5% | -6.3% |
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