+104.3%
DAL vs CAKE
+131.7%
-27.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.1% | -1.6% |
| 7D | -1.1% | +2.5% | -3.6% | -2.2% |
| 30D | +12.8% | -3.1% | +15.9% | +14.3% |
| 3M | -5.3% | -2.2% | -3.1% | -4.9% |
| 6M | +22.4% | +94.1% | -71.7% | -12.3% |
| YTD | +25.6% | +119.4% | -93.8% | -15.7% |
| 1Y | +45.5% | +141.4% | -95.9% | -6.7% |
| 3Y | +161.0% | +273.6% | -112.6% | +33.1% |
| 5Y | +112.2% | +177.7% | -65.4% | +19.3% |
| All | +104.3% | +131.7% | -27.4% | -3.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling