+60.7%
COP vs CAKE
+147.7%
-87.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.7% | -9.9% | -4.8% |
| 7D | -8.1% | +9.1% | -17.3% | -7.6% |
| 30D | +6.7% | +5.8% | +0.8% | +7.1% |
| 3M | +16.9% | +9.3% | +7.6% | +17.9% |
| 6M | +11.2% | +96.1% | -84.9% | +18.1% |
| YTD | +49.5% | +131.4% | -81.9% | +53.8% |
| 1Y | +60.7% | +146.1% | -85.4% | +63.7% |
| All | +60.7% | +147.7% | -87.0% | +63.7% |
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