-27.8%
COIN vs CAKE
+157.8%
-185.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +0.6% |
| 7D | -5.1% | -4.5% | -0.5% | -1.9% |
| 30D | +17.6% | -12.4% | +30.0% | +28.1% |
| 3M | +9.2% | +37.3% | -28.1% | -17.6% |
| 6M | -11.8% | +70.7% | -82.5% | -45.1% |
| YTD | -22.5% | +106.0% | -128.5% | -59.2% |
| 1Y | -45.9% | +79.7% | -125.6% | -68.4% |
| 3Y | +117.4% | +267.8% | -150.4% | -36.5% |
| All | -27.8% | +157.8% | -185.6% | -76.5% |
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