-44.1%
CHTR vs CAKE
+135.2%
-179.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.1% | +8.7% | +5.3% |
| 7D | +15.5% | -2.1% | +17.6% | +15.7% |
| 30D | +15.9% | +2.3% | +13.6% | +15.3% |
| 3M | -17.8% | +5.4% | -23.2% | -18.6% |
| 6M | -20.5% | +82.5% | -103.0% | -25.8% |
| YTD | -39.7% | +122.0% | -161.8% | -47.6% |
| 1Y | -44.1% | +133.9% | -178.0% | -53.3% |
| All | -44.1% | +135.2% | -179.3% | -53.3% |
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 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