+11.7%
DASH vs CAKE
+220.1%
-208.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.4% | -5.0% | -4.8% |
| 7D | -10.6% | -4.0% | -6.6% | -9.0% |
| 30D | +2.2% | +2.4% | -0.3% | +0.7% |
| 3M | +32.3% | +69.0% | -36.7% | +3.4% |
| 6M | +19.1% | +69.3% | -50.2% | -7.6% |
| YTD | -6.5% | +115.8% | -122.3% | -35.7% |
| 1Y | -14.9% | +79.3% | -94.2% | -36.5% |
| 3Y | +151.9% | +262.0% | -110.1% | +27.5% |
| 5Y | +9.4% | +165.7% | -156.2% | -42.3% |
| All | +11.7% | +220.1% | -208.4% | -51.6% |
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