+5.6%
CVS vs CAKE
+147.7%
-142.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +4.7% | -17.2% | -12.4% |
| 7D | -11.1% | +9.1% | -20.2% | -11.1% |
| 30D | -7.4% | +5.8% | -13.3% | -7.3% |
| 3M | -22.9% | +9.3% | -32.2% | -22.7% |
| 6M | -1.2% | +96.1% | -97.3% | -1.2% |
| YTD | +3.9% | +131.4% | -127.6% | -0.8% |
| 1Y | +5.6% | +146.1% | -140.5% | -1.4% |
| All | +5.6% | +147.7% | -142.1% | -1.4% |
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