+5.6%
CNC vs CAKE
+157.8%
-152.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | 0.0% | +1.5% |
| 7D | -0.9% | -4.5% | +3.6% | -0.6% |
| 30D | -1.0% | -12.4% | +11.5% | -0.1% |
| 3M | +4.5% | +37.3% | -32.8% | +2.3% |
| 6M | +85.2% | +70.7% | +14.5% | +78.2% |
| YTD | +61.4% | +106.0% | -44.6% | +53.1% |
| 1Y | +94.9% | +79.7% | +15.2% | +85.9% |
| 3Y | 0.0% | +267.8% | -267.8% | -9.9% |
| All | +5.6% | +157.8% | -152.2% | -1.9% |
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