-21.9%
CLX vs CAKE
+76.8%
-98.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.4% |
| 7D | -9.2% | -4.0% | -5.2% | -8.5% |
| 30D | -11.0% | +2.4% | -13.5% | -11.7% |
| 3M | +5.0% | +69.0% | -63.9% | -6.9% |
| 6M | -18.8% | +69.3% | -88.1% | -28.6% |
| YTD | -4.4% | +115.8% | -120.2% | -21.1% |
| 1Y | -21.9% | +79.3% | -101.2% | -34.5% |
| All | -21.9% | +76.8% | -98.6% | -34.5% |
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