+57.9%
CNQ vs CAKE
+135.2%
-77.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | -1.8% |
| 7D | -11.2% | -2.1% | -9.1% | -11.3% |
| 30D | +1.7% | +2.3% | -0.6% | +2.0% |
| 3M | +10.3% | +5.4% | +4.9% | +11.1% |
| 6M | +4.3% | +82.5% | -78.2% | +13.7% |
| YTD | +48.7% | +122.0% | -73.3% | +65.2% |
| 1Y | +57.9% | +133.9% | -76.0% | +75.7% |
| All | +57.9% | +135.2% | -77.3% | +75.7% |
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 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