+106.3%
DAL vs CAKE
+168.2%
-61.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.3% |
| 7D | +3.4% | -1.1% | +4.4% | +3.9% |
| 30D | -13.6% | +0.4% | -14.0% | -14.2% |
| 3M | +1.2% | +59.9% | -58.7% | -22.2% |
| 6M | +34.5% | +75.1% | -40.6% | -2.0% |
| YTD | +14.7% | +115.0% | -100.4% | -25.5% |
| 1Y | +29.2% | +81.6% | -52.4% | -8.5% |
| 3Y | +100.0% | +279.1% | -179.1% | -7.7% |
| 5Y | +106.3% | +170.6% | -64.3% | +10.3% |
| All | +106.3% | +168.2% | -61.9% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling