-29.6%
CLS vs CAKE
+147.7%
-177.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +4.7% | -13.7% | -9.1% |
| 7D | -21.1% | +9.1% | -30.3% | -21.3% |
| 30D | -38.2% | +5.8% | -44.1% | -38.2% |
| 3M | -36.3% | +9.3% | -45.6% | -36.7% |
| 6M | -43.8% | +96.1% | -139.9% | -50.1% |
| YTD | -20.0% | +131.4% | -151.5% | -25.8% |
| 1Y | -29.6% | +146.1% | -175.7% | -33.0% |
| All | -29.6% | +147.7% | -177.3% | -33.0% |
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