+12.2%
DBX vs CAKE
+153.9%
-141.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.9% |
| 7D | -1.8% | -5.6% | +3.8% | -0.5% |
| 30D | +2.8% | -10.5% | +13.4% | +5.2% |
| 3M | +26.8% | +43.6% | -16.9% | +15.0% |
| 6M | +32.8% | +63.0% | -30.3% | +16.1% |
| YTD | +26.1% | +102.9% | -76.8% | +3.6% |
| 1Y | +14.1% | +75.6% | -61.5% | -2.9% |
| 3Y | +25.7% | +257.7% | -232.0% | -15.6% |
| All | +12.2% | +153.9% | -141.7% | -23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling