-8.5%
CHWY vs CAKE
+261.6%
-270.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.6% | -3.4% |
| 7D | -13.6% | -4.5% | -9.1% | -12.5% |
| 30D | -8.5% | -12.4% | +3.9% | -5.5% |
| 3M | +8.9% | +37.3% | -28.4% | -0.8% |
| 6M | -20.5% | +70.7% | -91.2% | -32.3% |
| YTD | -38.2% | +106.0% | -144.1% | -50.5% |
| 1Y | -43.3% | +79.7% | -122.9% | -52.7% |
| 3Y | -8.5% | +267.8% | -276.3% | -50.2% |
| All | -8.5% | +261.6% | -270.2% | -50.2% |
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