-60.3%
CSGP vs CAKE
+266.8%
-327.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.6% | -1.1% | -4.0% |
| 7D | +1.3% | -5.2% | +6.5% | +2.3% |
| 30D | +10.7% | -0.2% | +10.9% | +10.9% |
| 3M | +3.3% | -0.2% | +3.5% | +3.0% |
| 6M | -10.3% | +77.5% | -87.8% | -20.4% |
| YTD | -54.6% | +114.1% | -168.7% | -61.6% |
| 1Y | -54.6% | +131.6% | -186.2% | -62.4% |
| 3Y | -60.3% | +271.4% | -331.7% | -70.9% |
| All | -60.3% | +266.8% | -327.1% | -70.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling