-49.3%
CCI vs CAKE
+157.8%
-207.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.8% | +2.2% |
| 7D | -0.3% | -4.5% | +4.3% | +0.2% |
| 30D | +2.2% | -12.4% | +14.7% | +3.6% |
| 3M | -16.9% | +37.3% | -54.2% | -19.8% |
| 6M | -11.5% | +70.7% | -82.3% | -16.7% |
| YTD | -12.8% | +106.0% | -118.8% | -19.7% |
| 1Y | -17.1% | +79.7% | -96.7% | -22.5% |
| 3Y | -9.6% | +267.8% | -277.4% | -24.9% |
| All | -49.3% | +157.8% | -207.1% | -58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling