+395.2%
COR vs CAKE
+155.4%
+239.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | 0.0% |
| 7D | -2.8% | -4.5% | +1.7% | -2.2% |
| 30D | +2.6% | -12.4% | +15.0% | +4.5% |
| 3M | +14.5% | +37.3% | -22.9% | +8.8% |
| 6M | -7.8% | +70.7% | -78.5% | -15.3% |
| YTD | -4.2% | +106.0% | -110.2% | -14.6% |
| 1Y | +7.0% | +79.7% | -72.6% | -2.9% |
| 3Y | +85.5% | +267.8% | -182.2% | +46.2% |
| 5Y | +181.2% | +159.9% | +21.3% | +128.1% |
| All | +395.2% | +155.4% | +239.7% | +237.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling