+1,044.2%
CDNS vs CAKE
+155.4%
+888.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | 0.0% | +1.3% |
| 7D | -1.1% | -4.5% | +3.4% | -0.4% |
| 30D | -10.4% | -12.4% | +2.0% | -8.6% |
| 3M | -24.6% | +37.3% | -61.9% | -29.0% |
| 6M | -1.6% | +70.7% | -72.3% | -11.1% |
| YTD | -7.4% | +106.0% | -113.4% | -19.2% |
| 1Y | -18.4% | +79.7% | -98.1% | -27.3% |
| 3Y | +19.0% | +267.8% | -248.8% | -7.3% |
| 5Y | +73.4% | +159.9% | -86.5% | +39.2% |
| All | +1,044.2% | +155.4% | +888.8% | +684.3% |
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