+1,298.9%
COHR vs CAKE
+155.4%
+1,143.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.6% | +3.7% |
| 7D | +8.3% | -4.5% | +12.9% | +9.8% |
| 30D | -14.1% | -12.4% | -1.7% | -10.8% |
| 3M | -16.0% | +37.3% | -53.4% | -24.7% |
| 6M | +21.5% | +70.7% | -49.3% | +0.9% |
| YTD | +65.4% | +106.0% | -40.5% | +29.2% |
| 1Y | +195.0% | +79.7% | +115.4% | +139.0% |
| 3Y | +830.2% | +267.8% | +562.4% | +508.3% |
| 5Y | +397.1% | +159.9% | +237.2% | +247.3% |
| All | +1,298.9% | +155.4% | +1,143.4% | +682.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling