+58.5%
D vs CAKE
+264.8%
-206.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.5% |
| 7D | -0.4% | -4.6% | +4.1% | -0.2% |
| 30D | -2.1% | -6.6% | +4.5% | -1.7% |
| 3M | -0.7% | +52.9% | -53.7% | -4.0% |
| 6M | +5.6% | +65.7% | -60.2% | +1.3% |
| YTD | +14.6% | +107.8% | -93.2% | +7.4% |
| 1Y | +15.3% | +78.5% | -63.1% | +9.6% |
| All | +58.5% | +264.8% | -206.3% | +34.4% |
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 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