+272.1%
CNQ vs CAKE
+157.8%
+114.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.7% |
| 7D | +0.1% | -4.5% | +4.7% | +0.6% |
| 30D | +6.2% | -12.4% | +18.6% | +7.6% |
| 3M | +12.4% | +37.3% | -25.0% | +8.4% |
| 6M | +9.0% | +70.7% | -61.7% | +2.4% |
| YTD | +52.2% | +106.0% | -53.8% | +39.3% |
| 1Y | +65.0% | +79.7% | -14.6% | +53.5% |
| 3Y | +78.8% | +267.8% | -188.9% | +49.8% |
| All | +272.1% | +157.8% | +114.3% | +219.5% |
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 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