+6.1%
DASH vs CAKE
+201.0%
-194.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.9% |
| 7D | -9.4% | -5.6% | -3.8% | -7.2% |
| 30D | -5.2% | -10.5% | +5.4% | -0.9% |
| 3M | +33.1% | +43.6% | -10.5% | +11.9% |
| 6M | +18.3% | +63.0% | -44.7% | -6.8% |
| YTD | -11.2% | +102.9% | -114.1% | -37.3% |
| 1Y | -21.9% | +75.6% | -97.5% | -41.3% |
| 3Y | +144.7% | +257.7% | -113.1% | +24.0% |
| 5Y | -4.4% | +156.0% | -160.4% | -48.4% |
| All | +6.1% | +201.0% | -194.9% | -52.9% |
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