+74.6%
CLF vs CAKE
+131.7%
-57.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.7% | -6.0% | -4.3% |
| 7D | +10.4% | +2.5% | +7.9% | +9.3% |
| 30D | +0.6% | -3.1% | +3.6% | +1.3% |
| 3M | +4.1% | -2.2% | +6.3% | +3.9% |
| 6M | +15.1% | +94.1% | -79.0% | -15.0% |
| YTD | -4.7% | +119.4% | -124.2% | -33.4% |
| 1Y | +20.4% | +141.4% | -121.0% | -19.3% |
| 3Y | -23.4% | +273.6% | -296.9% | -57.5% |
| 5Y | -43.3% | +177.7% | -221.0% | -66.3% |
| All | +74.6% | +131.7% | -57.1% | -11.6% |
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