-9.5%
DASH vs CAKE
+225.5%
-235.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.4% | -1.8% |
| 7D | -4.5% | +2.5% | -7.0% | -5.6% |
| 30D | -6.8% | -3.1% | -3.7% | -5.4% |
| 3M | -20.7% | -2.2% | -18.5% | -20.1% |
| 6M | +15.1% | +94.1% | -79.0% | -15.7% |
| YTD | -24.3% | +119.4% | -143.7% | -48.3% |
| 1Y | -12.1% | +141.4% | -153.5% | -42.8% |
| 3Y | +91.1% | +273.6% | -182.5% | -4.4% |
| 5Y | -30.3% | +177.7% | -207.9% | -63.6% |
| All | -9.5% | +225.5% | -235.0% | -61.2% |
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