+27,360.9%
CAT vs CAKE
+4,018.7%
+23,342.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.6% |
| 7D | +1.7% | -4.0% | +5.7% | +2.7% |
| 30D | -6.6% | +2.4% | -9.0% | -7.3% |
| 3M | -13.3% | +69.0% | -82.3% | -24.8% |
| 6M | +11.6% | +69.3% | -57.7% | -3.5% |
| YTD | +42.9% | +115.8% | -72.8% | +16.0% |
| 1Y | +95.4% | +79.3% | +16.1% | +65.2% |
| 3Y | +196.6% | +262.0% | -65.4% | +106.3% |
| 5Y | +321.7% | +165.7% | +156.0% | +204.3% |
| 10Y | +1,140.8% | +158.9% | +981.9% | +701.6% |
| All | +27,360.9% | +4,018.7% | +23,342.3% | +10,074.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling