+24.9%
DBX vs CAKE
+160.3%
-135.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | -0.1% | +1.1% |
| 7D | +2.1% | -4.5% | +6.6% | +3.1% |
| 30D | +5.7% | -12.4% | +18.2% | +8.6% |
| 3M | +31.8% | +37.3% | -5.5% | +21.9% |
| 6M | +37.5% | +70.7% | -33.3% | +20.4% |
| YTD | +27.9% | +106.0% | -78.1% | +6.8% |
| 1Y | +15.0% | +79.7% | -64.6% | -1.2% |
| 3Y | +27.2% | +267.8% | -240.6% | -10.0% |
| 5Y | +12.8% | +159.9% | -147.1% | -16.5% |
| All | +24.9% | +160.3% | -135.5% | -7.3% |
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 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