+481.0%
CF vs CAKE
+138.9%
+342.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +2.9% |
| 7D | +4.8% | -1.0% | +5.8% | +4.8% |
| 30D | +9.7% | +0.6% | +9.1% | +9.2% |
| 3M | +1.2% | -1.6% | +2.9% | +0.8% |
| 6M | +7.4% | +78.3% | -71.0% | -7.2% |
| YTD | +60.5% | +118.8% | -58.3% | +30.3% |
| 1Y | +50.7% | +140.3% | -89.6% | +19.3% |
| 3Y | +64.8% | +280.3% | -215.5% | +11.8% |
| 5Y | +115.8% | +171.9% | -56.1% | +52.7% |
| 10Y | +481.0% | +135.1% | +346.0% | +228.1% |
| All | +481.0% | +138.9% | +342.1% | +228.1% |
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