+7,760.8%
CI vs CAKE
+4,018.7%
+3,742.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.4% |
| 7D | +1.3% | -4.0% | +5.3% | +2.1% |
| 30D | +4.4% | +2.4% | +2.0% | +3.8% |
| 3M | +0.7% | +69.0% | -68.3% | -9.7% |
| 6M | +0.3% | +69.3% | -68.9% | -10.4% |
| YTD | +3.8% | +115.8% | -112.0% | -11.8% |
| 1Y | -5.5% | +79.3% | -84.8% | -16.9% |
| 3Y | +8.1% | +262.0% | -253.9% | -19.5% |
| 5Y | +42.8% | +165.7% | -122.9% | +8.8% |
| 10Y | +143.9% | +158.9% | -15.0% | +67.6% |
| All | +7,760.8% | +4,018.7% | +3,742.2% | +3,201.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling