-4.4%
CLX vs CAKE
+155.4%
-159.8%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.7% | -1.2% |
| 7D | -5.7% | -4.5% | -1.2% | -5.5% |
| 30D | -17.0% | -12.4% | -4.6% | -16.5% |
| 3M | -9.7% | +37.3% | -47.0% | -11.1% |
| 6M | -19.8% | +70.7% | -90.6% | -22.0% |
| YTD | -9.8% | +106.0% | -115.8% | -13.0% |
| 1Y | -26.2% | +79.7% | -105.8% | -28.4% |
| 3Y | -36.2% | +267.8% | -304.0% | -39.8% |
| 5Y | -38.3% | +159.9% | -198.2% | -41.8% |
| All | -4.4% | +155.4% | -159.8% | -10.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling