+189.0%
CDE vs CAKE
+157.8%
+31.2%
-72.0%
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% | +0.7% |
| 7D | -3.1% | -4.5% | +1.4% | -1.8% |
| 30D | +9.5% | -12.4% | +21.9% | +13.4% |
| 3M | +25.5% | +37.3% | -11.9% | +12.7% |
| 6M | -7.9% | +70.7% | -78.6% | -23.2% |
| YTD | +15.6% | +106.0% | -90.4% | -9.6% |
| 1Y | +34.0% | +79.7% | -45.6% | +9.1% |
| 3Y | +791.9% | +267.8% | +524.1% | +448.7% |
| All | +189.0% | +157.8% | +31.2% | +75.2% |
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