+351.3%
DAL vs CAKE
+399.5%
-48.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.6% |
| 7D | +0.1% | -4.0% | +4.1% | +2.3% |
| 30D | -13.9% | +2.4% | -16.4% | -15.5% |
| 3M | +1.1% | +69.0% | -67.9% | -25.0% |
| 6M | +26.2% | +69.3% | -43.0% | -6.8% |
| YTD | +16.4% | +115.8% | -99.3% | -24.8% |
| 1Y | +33.9% | +79.3% | -45.5% | -5.2% |
| 3Y | +93.4% | +262.0% | -168.6% | -8.8% |
| 5Y | +106.4% | +165.7% | -59.3% | +9.6% |
| 10Y | +143.0% | +158.9% | -15.9% | +4.1% |
| All | +351.3% | +399.5% | -48.2% | +1.8% |
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