+19.9%
CAVA vs CAKE
+147.7%
-127.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.7% | -1.9% | -0.5% |
| 7D | +14.2% | +9.1% | +5.1% | +7.7% |
| 30D | +14.6% | +5.8% | +8.7% | +10.1% |
| 3M | -2.3% | +9.3% | -11.6% | -8.6% |
| 6M | -30.5% | +96.1% | -126.6% | -59.5% |
| YTD | +5.6% | +131.4% | -125.8% | -46.9% |
| 1Y | +19.9% | +146.1% | -126.2% | -44.6% |
| All | +19.9% | +147.7% | -127.8% | -44.6% |
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