+73.9%
CTVA vs CAKE
+261.6%
-187.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -1.0% |
| 7D | -4.5% | -4.5% | 0.0% | -3.7% |
| 30D | +11.3% | -12.4% | +23.8% | +14.1% |
| 3M | +12.3% | +37.3% | -25.0% | +4.7% |
| 6M | +7.2% | +70.7% | -63.5% | -5.0% |
| YTD | +26.0% | +106.0% | -80.0% | +6.0% |
| 1Y | +16.0% | +79.7% | -63.6% | +0.8% |
| 3Y | +73.9% | +267.8% | -193.9% | +18.9% |
| All | +73.9% | +261.6% | -187.7% | +18.9% |
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