+230.1%
CCEP vs CAKE
+155.4%
+74.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.4% |
| 7D | -2.8% | -4.5% | +1.7% | -1.9% |
| 30D | -4.0% | -12.4% | +8.4% | -1.5% |
| 3M | +5.2% | +37.3% | -32.1% | -2.0% |
| 6M | +2.7% | +70.7% | -68.0% | -9.0% |
| YTD | +14.5% | +106.0% | -91.5% | -2.7% |
| 1Y | +17.2% | +79.7% | -62.5% | +2.2% |
| 3Y | +79.3% | +267.8% | -188.4% | +29.5% |
| 5Y | +106.8% | +159.9% | -53.1% | +56.0% |
| All | +230.1% | +155.4% | +74.6% | +103.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling