+425.9%
CORZ vs CAKE
+222.3%
+203.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.4% | -0.1% | -2.3% |
| 7D | +7.6% | -4.6% | +12.2% | +9.2% |
| 30D | -6.9% | -6.6% | -0.4% | -5.1% |
| 3M | -33.0% | +52.9% | -85.9% | -44.6% |
| 6M | +19.3% | +65.7% | -46.4% | -5.8% |
| YTD | +24.2% | +107.8% | -83.6% | -13.8% |
| 1Y | +24.5% | +78.5% | -54.0% | -6.6% |
| All | +425.9% | +222.3% | +203.6% | +207.1% |
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 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