-2.7%
CEG vs CAKE
+76.8%
-79.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.9% |
| 7D | +8.0% | -4.0% | +12.0% | +8.3% |
| 30D | +12.9% | +2.4% | +10.5% | +12.7% |
| 3M | +13.2% | +69.0% | -55.8% | +7.8% |
| 6M | -7.0% | +69.3% | -76.3% | -11.9% |
| YTD | -15.0% | +115.8% | -130.8% | -18.4% |
| 1Y | -2.7% | +79.3% | -82.1% | -4.2% |
| All | -2.7% | +76.8% | -79.5% | -4.2% |
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 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