+8,209.6%
CI vs CAKE
+4,088.6%
+4,121.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | -0.3% |
| 7D | +1.2% | +2.5% | -1.3% | +0.6% |
| 30D | +2.6% | -3.1% | +5.6% | +3.1% |
| 3M | +7.4% | -2.2% | +9.6% | +7.5% |
| 6M | -0.1% | +94.1% | -94.2% | -13.2% |
| YTD | +9.7% | +119.4% | -109.7% | -7.3% |
| 1Y | +12.1% | +141.4% | -129.3% | -7.1% |
| 3Y | +7.0% | +273.6% | -266.5% | -20.8% |
| 5Y | +49.7% | +177.7% | -128.0% | +13.1% |
| 10Y | +147.2% | +131.9% | +15.3% | +73.5% |
| All | +8,209.6% | +4,088.6% | +4,121.0% | +3,369.1% |
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