-5.3%
CDW vs CAKE
+78.0%
-83.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +1.5% | +6.3% | +7.6% |
| 7D | +0.9% | -4.5% | +5.5% | +1.8% |
| 30D | +13.1% | -12.4% | +25.5% | +15.7% |
| 3M | +19.7% | +37.3% | -17.7% | +10.4% |
| 6M | +30.7% | +70.7% | -40.0% | +14.4% |
| YTD | +14.7% | +106.0% | -91.3% | -3.7% |
| 1Y | -5.3% | +79.7% | -85.0% | -22.5% |
| All | -5.3% | +78.0% | -83.3% | -22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling