+11.8%
D vs CAKE
+78.0%
-66.2%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.1% |
| 7D | -2.2% | -4.5% | +2.3% | -2.2% |
| 30D | -4.5% | -12.4% | +8.0% | -4.4% |
| 3M | -2.5% | +37.3% | -39.9% | -3.2% |
| 6M | +5.5% | +70.7% | -65.2% | +4.1% |
| YTD | +13.3% | +106.0% | -92.7% | +8.7% |
| 1Y | +11.8% | +79.7% | -67.8% | +12.1% |
| All | +11.8% | +78.0% | -66.2% | +12.1% |
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 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