+135.0%
DAL vs CAKE
+153.4%
-18.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +1.3% |
| 7D | +0.8% | -4.6% | +5.3% | +2.9% |
| 30D | -11.7% | -6.6% | -5.2% | -9.3% |
| 3M | -2.7% | +52.9% | -55.7% | -21.6% |
| 6M | +30.7% | +65.7% | -35.1% | +0.9% |
| YTD | +14.4% | +107.8% | -93.4% | -20.9% |
| 1Y | +31.2% | +78.5% | -47.3% | -2.9% |
| 3Y | +99.4% | +266.4% | -166.9% | +3.1% |
| 5Y | +98.6% | +159.6% | -61.1% | +15.7% |
| 10Y | +135.0% | +156.6% | -21.6% | +12.3% |
| All | +135.0% | +153.4% | -18.4% | +12.3% |
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 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