+604.3%
CEG vs CAKE
+216.0%
+388.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.7% |
| 7D | -4.8% | -4.5% | -0.2% | -3.8% |
| 30D | +2.3% | -12.4% | +14.8% | +5.1% |
| 3M | +15.6% | +37.3% | -21.7% | +7.1% |
| 6M | -5.0% | +70.7% | -75.7% | -16.6% |
| YTD | -19.0% | +106.0% | -125.0% | -32.0% |
| 1Y | -10.0% | +79.7% | -89.6% | -22.2% |
| 3Y | +163.9% | +267.8% | -103.8% | +95.8% |
| All | +604.3% | +216.0% | +388.3% | +447.2% |
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 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