+877.2%
DECK vs CAKE
+148.9%
+728.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.6% | +2.4% | -0.1% |
| 7D | +5.8% | -5.2% | +11.0% | +7.5% |
| 30D | +7.9% | -0.2% | +8.1% | +7.9% |
| 3M | -11.4% | -0.2% | -11.2% | -11.7% |
| 6M | -16.6% | +77.5% | -94.0% | -30.6% |
| YTD | -16.4% | +114.1% | -130.5% | -34.7% |
| 1Y | +8.6% | +131.6% | -122.9% | -17.3% |
| 3Y | -15.1% | +271.4% | -286.5% | -44.1% |
| 5Y | +22.9% | +157.5% | -134.7% | -13.7% |
| All | +877.2% | +148.9% | +728.3% | +439.2% |
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