+404.9%
CORZ vs CAKE
+214.7%
+190.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.4% | -1.6% | -3.2% |
| 7D | -3.0% | -5.6% | +2.7% | -1.1% |
| 30D | -12.1% | -10.5% | -1.6% | -9.0% |
| 3M | -32.4% | +43.6% | -76.0% | -42.6% |
| 6M | +12.4% | +63.0% | -50.7% | -11.0% |
| YTD | +19.3% | +102.9% | -83.6% | -16.5% |
| 1Y | +8.6% | +75.6% | -67.0% | -18.2% |
| All | +404.9% | +214.7% | +190.3% | +197.3% |
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 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