+3,616.8%
CLS vs CAKE
+152.3%
+3,464.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -1.7% |
| 7D | +5.0% | -5.6% | +10.6% | +7.0% |
| 30D | +4.8% | -10.5% | +15.3% | +8.3% |
| 3M | -10.4% | +43.6% | -54.0% | -22.7% |
| 6M | +20.8% | +63.0% | -42.2% | -1.4% |
| YTD | +10.0% | +102.9% | -92.9% | -17.4% |
| 1Y | +28.5% | +75.6% | -47.1% | +1.2% |
| 3Y | +1,292.2% | +257.7% | +1,034.5% | +722.2% |
| 5Y | +3,616.8% | +156.0% | +3,460.8% | +2,264.8% |
| All | +3,616.8% | +152.3% | +3,464.5% | +2,264.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling