+26.1%
COHR vs CAKE
+135.2%
-109.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -4.1% | -8.9% | -13.3% |
| 7D | -28.4% | -2.1% | -26.3% | -28.5% |
| 30D | -49.8% | +2.3% | -52.1% | -49.5% |
| 3M | -48.3% | +5.4% | -53.7% | -47.4% |
| 6M | -49.4% | +82.5% | -131.9% | -46.6% |
| YTD | -8.0% | +122.0% | -130.1% | +2.1% |
| 1Y | +26.1% | +133.9% | -107.8% | +46.6% |
| All | +26.1% | +135.2% | -109.1% | +46.6% |
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