+66.5%
CF vs CAKE
+76.5%
-10.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.4% | +6.2% | +2.4% |
| 7D | -0.8% | -4.6% | +3.7% | -1.4% |
| 30D | +14.3% | -6.6% | +20.8% | +13.5% |
| 3M | +27.9% | +52.9% | -25.1% | +40.1% |
| 6M | +25.5% | +65.7% | -40.2% | +43.8% |
| YTD | +81.2% | +107.8% | -26.6% | +95.1% |
| 1Y | +66.5% | +78.5% | -12.0% | +89.5% |
| All | +66.5% | +76.5% | -10.0% | +89.5% |
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