+1,589.7%
D vs CAKE
+4,088.6%
-2,498.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | -0.1% |
| 7D | -1.4% | +2.5% | -3.8% | -1.6% |
| 30D | +7.7% | -3.1% | +10.8% | +8.0% |
| 3M | -0.3% | -2.2% | +1.9% | -0.3% |
| 6M | +10.1% | +94.1% | -84.0% | +2.2% |
| YTD | +19.1% | +119.4% | -100.4% | +8.8% |
| 1Y | +15.9% | +141.4% | -125.5% | +4.8% |
| 3Y | +75.0% | +273.6% | -198.6% | +49.3% |
| 5Y | +13.4% | +177.7% | -164.3% | -2.1% |
| 10Y | +47.5% | +131.9% | -84.4% | +20.7% |
| All | +1,589.7% | +4,088.6% | -2,498.8% | +974.2% |
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