+451.5%
CLF vs CAKE
+4,018.7%
-3,567.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.7% |
| 7D | +7.6% | -4.0% | +11.6% | +9.0% |
| 30D | -1.2% | +2.4% | -3.6% | -2.2% |
| 3M | -13.4% | +69.0% | -82.3% | -27.7% |
| 6M | +15.4% | +69.3% | -53.9% | -4.0% |
| YTD | -5.9% | +115.8% | -121.6% | -27.5% |
| 1Y | +18.8% | +79.3% | -60.5% | -3.3% |
| 3Y | -19.4% | +262.0% | -281.4% | -47.9% |
| 5Y | -47.7% | +165.7% | -213.4% | -64.2% |
| 10Y | +130.4% | +158.9% | -28.5% | +42.7% |
| All | +451.5% | +4,018.7% | -3,567.2% | +115.1% |
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