+593.0%
CEG vs CAKE
+236.7%
+356.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.7% | -3.5% | -1.3% |
| 7D | +12.1% | +2.5% | +9.6% | +11.6% |
| 30D | +0.2% | -3.1% | +3.3% | +0.6% |
| 3M | +0.7% | -2.2% | +2.9% | +0.7% |
| 6M | +2.2% | +94.1% | -91.8% | -12.9% |
| YTD | -20.3% | +119.4% | -139.8% | -34.3% |
| 1Y | -16.1% | +141.4% | -157.5% | -32.4% |
| 3Y | +134.7% | +273.6% | -138.9% | +72.8% |
| All | +593.0% | +236.7% | +356.4% | +429.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling