+56.1%
CDE vs CAKE
+155.4%
-99.3%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.8% |
| 7D | -3.1% | -4.5% | +1.4% | -2.0% |
| 30D | +9.5% | -12.4% | +21.9% | +12.8% |
| 3M | +25.5% | +37.3% | -11.9% | +14.8% |
| 6M | -7.9% | +70.7% | -78.6% | -20.6% |
| YTD | +15.6% | +106.0% | -90.4% | -5.2% |
| 1Y | +34.0% | +79.7% | -45.6% | +13.5% |
| 3Y | +791.9% | +267.8% | +524.1% | +517.7% |
| 5Y | +197.7% | +159.9% | +37.8% | +115.8% |
| All | +56.1% | +155.4% | -99.3% | -16.0% |
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 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