+67.3%
CSGP vs CAKE
+156.6%
-89.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.9% | -1.7% | +1.5% |
| 7D | -1.8% | -1.8% | -0.1% | -1.5% |
| 30D | +5.3% | +2.3% | +3.0% | +4.9% |
| 3M | +3.3% | +3.9% | -0.6% | +2.3% |
| 6M | -4.7% | +81.4% | -86.0% | -15.8% |
| YTD | -53.5% | +122.5% | -176.1% | -60.8% |
| 1Y | -53.7% | +138.1% | -191.8% | -61.6% |
| 3Y | -59.7% | +288.0% | -347.8% | -70.1% |
| 5Y | -62.5% | +174.9% | -237.3% | -71.1% |
| 10Y | +67.3% | +144.3% | -77.0% | +11.1% |
| All | +67.3% | +156.6% | -89.4% | +11.1% |
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