+107.7%
COST vs CAKE
+157.8%
-50.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.3% | +0.1% |
| 7D | -1.2% | -4.5% | +3.3% | -0.6% |
| 30D | -4.7% | -12.4% | +7.7% | -3.0% |
| 3M | -7.1% | +37.3% | -44.5% | -11.4% |
| 6M | -8.5% | +70.7% | -79.3% | -15.8% |
| YTD | +5.4% | +106.0% | -100.6% | -5.9% |
| 1Y | -5.6% | +79.7% | -85.3% | -14.1% |
| 3Y | +68.5% | +267.8% | -199.3% | +32.5% |
| All | +107.7% | +157.8% | -50.1% | +67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling