+1,544.3%
D vs CAKE
+4,018.7%
-2,474.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +1.5% | -4.0% | +5.5% | +1.9% |
| 30D | -2.6% | +2.4% | -5.0% | -2.9% |
| 3M | 0.0% | +69.0% | -69.0% | -5.6% |
| 6M | +7.4% | +69.3% | -61.9% | +1.1% |
| YTD | +15.9% | +115.8% | -99.9% | +6.2% |
| 1Y | +18.1% | +79.3% | -61.2% | +10.3% |
| 3Y | +58.4% | +262.0% | -203.6% | +35.6% |
| 5Y | +5.2% | +165.7% | -160.5% | -8.7% |
| 10Y | +35.9% | +158.9% | -123.0% | +10.2% |
| All | +1,544.3% | +4,018.7% | -2,474.4% | +948.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling