+73.0%
CB vs CAKE
+272.0%
-199.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.2% | +3.6% | +0.6% |
| 7D | 0.0% | -3.8% | +3.8% | +0.2% |
| 30D | +7.4% | -5.2% | +12.6% | +7.7% |
| 3M | +8.6% | -9.2% | +17.8% | +9.1% |
| 6M | +16.1% | +76.6% | -60.5% | +12.4% |
| YTD | +20.2% | +113.6% | -93.4% | +14.8% |
| 1Y | +27.2% | +134.3% | -107.1% | +20.8% |
| All | +73.0% | +272.0% | -199.0% | +67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling