+4,534.0%
CNC vs CAKE
+494.1%
+4,039.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | 0.0% | +1.2% |
| 7D | -0.9% | -4.5% | +3.6% | +0.1% |
| 30D | -1.0% | -12.4% | +11.5% | +1.9% |
| 3M | +4.5% | +37.3% | -32.8% | -3.3% |
| 6M | +85.2% | +70.7% | +14.5% | +62.1% |
| YTD | +61.4% | +106.0% | -44.6% | +35.0% |
| 1Y | +94.9% | +79.7% | +15.2% | +67.8% |
| 3Y | 0.0% | +267.8% | -267.8% | -29.9% |
| 5Y | +11.2% | +159.9% | -148.7% | -19.3% |
| 10Y | +98.7% | +154.3% | -55.6% | +23.6% |
| All | +4,534.0% | +494.1% | +4,039.9% | +1,753.0% |
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