+374.9%
CPRT vs CAKE
+155.4%
+219.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -2.9% |
| 7D | -11.2% | -4.5% | -6.6% | -10.3% |
| 30D | +3.3% | -12.4% | +15.8% | +6.2% |
| 3M | -3.6% | +37.3% | -40.9% | -10.8% |
| 6M | -15.8% | +70.7% | -86.5% | -26.2% |
| YTD | -23.5% | +106.0% | -129.5% | -36.1% |
| 1Y | -38.8% | +79.7% | -118.4% | -47.3% |
| 3Y | -33.4% | +267.8% | -301.2% | -52.9% |
| 5Y | -16.4% | +159.9% | -176.3% | -37.9% |
| All | +374.9% | +155.4% | +219.5% | +181.1% |
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 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