+45.5%
CG vs CAKE
+256.2%
-210.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | 0.0% | -1.4% |
| 7D | -9.8% | -5.6% | -4.2% | -7.6% |
| 30D | -10.3% | -10.5% | +0.2% | -6.6% |
| 3M | -1.7% | +43.6% | -45.3% | -18.1% |
| 6M | -9.8% | +63.0% | -72.9% | -29.9% |
| YTD | -25.6% | +102.9% | -128.5% | -48.7% |
| 1Y | -32.5% | +75.6% | -108.1% | -50.1% |
| All | +45.5% | +256.2% | -210.7% | -25.8% |
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