+27.6%
CAVA vs CAKE
+225.5%
-197.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.0% | +2.5% |
| 7D | -8.0% | -4.5% | -3.5% | -5.2% |
| 30D | -19.6% | -12.4% | -7.1% | -12.8% |
| 3M | -36.7% | +37.3% | -74.0% | -49.1% |
| 6M | -30.6% | +70.7% | -101.3% | -51.7% |
| YTD | -4.8% | +106.0% | -110.8% | -40.9% |
| 1Y | -13.1% | +79.7% | -92.8% | -41.7% |
| 3Y | +48.8% | +267.8% | -219.0% | -38.0% |
| All | +27.6% | +225.5% | -197.8% | -42.8% |
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