-5.9%
DASH vs CAKE
+227.2%
-233.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | -10.2% | -4.7% | -5.5% | -8.3% |
| 30D | -8.2% | +0.9% | -9.1% | -8.4% |
| 3M | -15.9% | -2.7% | -13.2% | -15.3% |
| 6M | +13.3% | +81.2% | -67.9% | -14.4% |
| YTD | -21.3% | +120.6% | -141.8% | -46.4% |
| 1Y | -11.1% | +142.7% | -153.9% | -42.3% |
| 3Y | +103.8% | +283.3% | -179.5% | +0.7% |
| 5Y | -21.6% | +178.1% | -199.7% | -59.2% |
| All | -5.9% | +227.2% | -233.1% | -59.7% |
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