-30.6%
CAVA vs CAKE
+66.6%
-97.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.0% | +2.6% |
| 7D | -8.0% | -4.5% | -3.5% | -5.5% |
| 30D | -19.6% | -12.4% | -7.1% | -13.7% |
| 3M | -36.7% | +37.3% | -74.0% | -49.2% |
| 6M | -30.6% | +70.7% | -101.3% | -51.5% |
| All | -30.6% | +66.6% | -97.2% | -51.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling