+221.9%
COMP vs CAKE
+273.8%
-52.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.2% |
| 7D | +4.1% | -1.1% | +5.1% | +4.5% |
| 30D | -14.5% | +0.4% | -15.0% | -15.2% |
| 3M | +41.8% | +59.9% | -18.1% | +11.1% |
| 6M | +23.6% | +75.1% | -51.5% | -8.1% |
| YTD | +1.7% | +115.0% | -113.3% | -33.0% |
| 1Y | +12.6% | +81.6% | -69.0% | -18.9% |
| 3Y | +221.9% | +279.1% | -57.3% | +8.3% |
| All | +221.9% | +273.8% | -52.0% | +8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling