+851.5%
DE vs CAKE
+155.4%
+696.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.7% |
| 7D | -2.6% | -4.5% | +2.0% | -1.6% |
| 30D | +9.0% | -12.4% | +21.5% | +12.2% |
| 3M | +19.1% | +37.3% | -18.2% | +10.1% |
| 6M | +14.4% | +70.7% | -56.3% | -0.1% |
| YTD | +45.9% | +106.0% | -60.0% | +21.6% |
| 1Y | +43.6% | +79.7% | -36.0% | +23.1% |
| 3Y | +75.9% | +267.8% | -191.9% | +24.2% |
| 5Y | +98.8% | +159.9% | -61.1% | +46.5% |
| All | +851.5% | +155.4% | +696.0% | +488.9% |
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