+11.9%
COST vs CAKE
+147.7%
-135.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.7% | -2.0% | +2.3% |
| 7D | +6.6% | +9.1% | -2.5% | +6.0% |
| 30D | +13.5% | +5.8% | +7.6% | +13.0% |
| 3M | +10.6% | +9.3% | +1.2% | +9.8% |
| 6M | +3.6% | +96.1% | -92.5% | +0.7% |
| YTD | +22.1% | +131.4% | -109.4% | +15.1% |
| 1Y | +11.9% | +146.1% | -134.2% | +4.3% |
| All | +11.9% | +147.7% | -135.8% | +4.3% |
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 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