+1,971.0%
CLX vs CAKE
+3,866.7%
-1,895.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -1.9% |
| 7D | -4.9% | -4.6% | -0.4% | -4.5% |
| 30D | -15.8% | -6.6% | -9.3% | -15.3% |
| 3M | -7.9% | +52.9% | -60.8% | -11.6% |
| 6M | -19.0% | +65.7% | -84.8% | -22.9% |
| YTD | -7.9% | +107.8% | -115.7% | -14.2% |
| 1Y | -25.4% | +78.5% | -103.9% | -29.5% |
| 3Y | -35.0% | +266.4% | -301.4% | -43.0% |
| 5Y | -36.8% | +159.6% | -196.4% | -43.7% |
| 10Y | -1.4% | +156.6% | -158.0% | -17.2% |
| All | +1,971.0% | +3,866.7% | -1,895.7% | +1,163.7% |
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