+11.7%
D vs CAKE
+173.4%
-161.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | 0.0% |
| 7D | -1.4% | +2.5% | -3.8% | -1.5% |
| 30D | +7.7% | -3.1% | +10.8% | +7.9% |
| 3M | -0.3% | -2.2% | +1.9% | -0.3% |
| 6M | +10.1% | +94.1% | -84.0% | +4.7% |
| YTD | +19.1% | +119.4% | -100.4% | +11.8% |
| 1Y | +15.9% | +141.4% | -125.5% | +7.9% |
| 3Y | +75.0% | +273.6% | -198.6% | +56.3% |
| All | +11.7% | +173.4% | -161.7% | +3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling