+85.2%
COR vs CAKE
+256.2%
-171.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.6% | -0.7% |
| 7D | -4.8% | -5.6% | +0.8% | -4.7% |
| 30D | -3.7% | -10.5% | +6.8% | -3.5% |
| 3M | +14.3% | +43.6% | -29.3% | +13.7% |
| 6M | -8.5% | +63.0% | -71.5% | -9.3% |
| YTD | -4.4% | +102.9% | -107.3% | -5.0% |
| 1Y | +9.1% | +75.6% | -66.5% | +8.3% |
| All | +85.2% | +256.2% | -171.0% | +90.9% |
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