+223,255.9%
COHR vs CAKE
+3,831.8%
+219,424.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.6% | +3.8% |
| 7D | +8.3% | -4.5% | +12.9% | +9.6% |
| 30D | -14.1% | -12.4% | -1.7% | -11.4% |
| 3M | -16.0% | +37.3% | -53.4% | -23.1% |
| 6M | +21.5% | +70.7% | -49.3% | +4.7% |
| YTD | +65.4% | +106.0% | -40.5% | +35.9% |
| 1Y | +195.0% | +79.7% | +115.4% | +149.2% |
| 3Y | +830.2% | +267.8% | +562.4% | +561.6% |
| 5Y | +397.1% | +159.9% | +237.2% | +276.1% |
| 10Y | +1,317.7% | +154.3% | +1,163.3% | +865.2% |
| All | +223,255.9% | +3,831.8% | +219,424.1% | +107,304.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling