+120.3%
CLF vs CAKE
+151.6%
-31.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.2% |
| 7D | -3.7% | -5.6% | +2.0% | -1.4% |
| 30D | -4.7% | -10.5% | +5.9% | -0.7% |
| 3M | -4.7% | +43.6% | -48.3% | -19.3% |
| 6M | +24.0% | +63.0% | -39.0% | -1.0% |
| YTD | -10.9% | +102.9% | -113.8% | -35.1% |
| 1Y | +4.0% | +75.6% | -71.6% | -19.9% |
| 3Y | -16.9% | +257.7% | -274.6% | -52.8% |
| 5Y | -49.3% | +156.0% | -205.3% | -68.8% |
| All | +120.3% | +151.6% | -31.3% | +25.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling