+4.0%
CLF vs CAKE
+74.6%
-70.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.6% |
| 7D | -3.7% | -5.6% | +2.0% | -2.5% |
| 30D | -4.7% | -10.5% | +5.9% | -2.7% |
| 3M | -4.7% | +43.6% | -48.3% | -16.8% |
| 6M | +24.0% | +63.0% | -39.0% | +1.6% |
| YTD | -10.9% | +102.9% | -113.8% | -33.7% |
| 1Y | +4.0% | +75.6% | -71.6% | -19.5% |
| All | +4.0% | +74.6% | -70.6% | -19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling