+8,547.8%
CCEP vs CAKE
+4,004.5%
+4,543.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.8% |
| 7D | -1.0% | -1.1% | +0.1% | -0.8% |
| 30D | -1.6% | +0.4% | -2.0% | -1.8% |
| 3M | +11.9% | +59.9% | -48.1% | +2.6% |
| 6M | +7.5% | +75.1% | -67.6% | -3.2% |
| YTD | +18.7% | +115.0% | -96.3% | +3.0% |
| 1Y | +21.4% | +81.6% | -60.2% | +8.2% |
| 3Y | +89.1% | +279.1% | -190.0% | +44.7% |
| 5Y | +108.7% | +170.6% | -61.9% | +65.3% |
| 10Y | +241.0% | +160.3% | +80.7% | +149.1% |
| All | +8,547.8% | +4,004.5% | +4,543.3% | +4,066.2% |
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 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