+121.4%
DAL vs CAKE
+136.4%
-15.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.3% |
| 7D | +2.3% | -4.7% | +7.0% | +4.6% |
| 30D | +14.3% | +0.9% | +13.4% | +13.7% |
| 3M | +1.3% | -2.7% | +4.0% | +1.7% |
| 6M | +29.3% | +81.2% | -51.9% | -4.5% |
| YTD | +33.0% | +120.6% | -87.6% | -11.0% |
| 1Y | +59.8% | +142.7% | -82.9% | +2.2% |
| 3Y | +177.2% | +283.3% | -106.1% | +39.6% |
| 5Y | +118.4% | +178.1% | -59.7% | +22.6% |
| 10Y | +121.4% | +133.1% | -11.7% | +3.2% |
| All | +121.4% | +136.4% | -15.0% | +3.2% |
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 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