-31.9%
CEG vs CAKE
+147.7%
-179.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.7% | -11.4% | -7.1% |
| 7D | -4.8% | +9.1% | -13.9% | -5.6% |
| 30D | -8.2% | +5.8% | -14.0% | -8.7% |
| 3M | -7.9% | +9.3% | -17.2% | -8.9% |
| 6M | -23.2% | +96.1% | -119.3% | -30.4% |
| YTD | -30.1% | +131.4% | -161.6% | -35.6% |
| 1Y | -31.9% | +146.1% | -178.0% | -36.6% |
| All | -31.9% | +147.7% | -179.6% | -36.6% |
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