+418.2%
DAL vs CAKE
+415.2%
+3.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.9% | +1.3% | +3.2% |
| 7D | +10.0% | -1.8% | +11.8% | +11.1% |
| 30D | +12.0% | +2.3% | +9.7% | +10.5% |
| 3M | +0.8% | +3.9% | -3.1% | -2.3% |
| 6M | +26.2% | +81.4% | -55.2% | -10.4% |
| YTD | +33.7% | +122.5% | -88.9% | -15.5% |
| 1Y | +57.6% | +138.1% | -80.5% | -4.1% |
| 3Y | +183.5% | +288.0% | -104.5% | +28.6% |
| 5Y | +114.2% | +174.9% | -60.7% | +11.4% |
| 10Y | +128.1% | +144.3% | -16.1% | +1.5% |
| All | +418.2% | +415.2% | +3.0% | +14.3% |
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 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