-0.8%
CCL vs CAKE
+157.8%
-158.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.2% |
| 7D | -3.2% | -4.5% | +1.3% | -0.1% |
| 30D | -17.8% | -12.4% | -5.3% | -10.3% |
| 3M | -18.7% | +37.3% | -56.0% | -37.3% |
| 6M | -11.4% | +70.7% | -82.1% | -42.3% |
| YTD | -24.3% | +106.0% | -130.3% | -57.7% |
| 1Y | -28.8% | +79.7% | -108.5% | -56.3% |
| 3Y | +49.3% | +267.8% | -218.5% | -51.3% |
| All | -0.8% | +157.8% | -158.6% | -59.0% |
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