+195.0%
COHR vs CAKE
+78.0%
+117.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.6% | +4.3% |
| 7D | +8.3% | -4.5% | +12.9% | +7.9% |
| 30D | -14.1% | -12.4% | -1.7% | -15.3% |
| 3M | -16.0% | +37.3% | -53.4% | -13.2% |
| 6M | +21.5% | +70.7% | -49.3% | +23.5% |
| YTD | +65.4% | +106.0% | -40.5% | +71.6% |
| 1Y | +195.0% | +79.7% | +115.4% | +208.6% |
| All | +195.0% | +78.0% | +117.0% | +208.6% |
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