+79.3%
CCEP vs CAKE
+261.6%
-182.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.3% |
| 7D | -2.8% | -4.5% | +1.7% | -2.4% |
| 30D | -4.0% | -12.4% | +8.4% | -2.8% |
| 3M | +5.2% | +37.3% | -32.1% | +1.5% |
| 6M | +2.7% | +70.7% | -68.0% | -3.4% |
| YTD | +14.5% | +106.0% | -91.5% | +5.9% |
| 1Y | +17.2% | +79.7% | -62.5% | +9.4% |
| 3Y | +79.3% | +267.8% | -188.4% | +50.5% |
| All | +79.3% | +261.6% | -182.3% | +50.5% |
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 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