+165.1%
CEG vs CAKE
+256.2%
-91.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -2.1% |
| 7D | +0.3% | -5.6% | +5.9% | +1.7% |
| 30D | +2.9% | -10.5% | +13.4% | +5.5% |
| 3M | +18.2% | +43.6% | -25.4% | +6.5% |
| 6M | -9.5% | +63.0% | -72.6% | -21.8% |
| YTD | -18.7% | +102.9% | -121.6% | -34.2% |
| 1Y | -10.1% | +75.6% | -85.8% | -24.1% |
| All | +165.1% | +256.2% | -91.1% | +88.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling