+17,405.4%
COST vs CAKE
+3,772.9%
+13,632.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.3% | +0.4% |
| 7D | -2.5% | -5.6% | +3.1% | -1.5% |
| 30D | -4.4% | -10.5% | +6.1% | -2.7% |
| 3M | -8.1% | +43.6% | -51.7% | -14.2% |
| 6M | -9.2% | +63.0% | -72.3% | -17.5% |
| YTD | +5.1% | +102.9% | -97.8% | -8.4% |
| 1Y | -5.1% | +75.6% | -80.7% | -15.3% |
| 3Y | +70.4% | +257.7% | -187.4% | +30.7% |
| 5Y | +104.7% | +156.0% | -51.3% | +62.1% |
| 10Y | +608.8% | +150.5% | +458.3% | +401.7% |
| All | +17,405.4% | +3,772.9% | +13,632.6% | +6,677.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling