+52.1%
CSX vs CAKE
+76.5%
-24.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -0.9% |
| 7D | -0.6% | -4.6% | +4.0% | 0.0% |
| 30D | -3.2% | -6.6% | +3.3% | -2.5% |
| 3M | +2.6% | +52.9% | -50.3% | -4.4% |
| 6M | +19.8% | +65.7% | -45.9% | +9.6% |
| YTD | +34.7% | +107.8% | -73.2% | +17.2% |
| 1Y | +52.1% | +78.5% | -26.3% | +43.7% |
| All | +52.1% | +76.5% | -24.3% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling