+27.5%
DECK vs CAKE
+172.5%
-145.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.1% |
| 7D | +6.8% | -1.0% | +7.8% | +7.2% |
| 30D | +8.3% | +0.6% | +7.7% | +8.1% |
| 3M | -7.9% | -1.6% | -6.2% | -7.7% |
| 6M | -10.6% | +78.3% | -88.9% | -29.6% |
| YTD | -13.4% | +118.8% | -132.2% | -37.8% |
| 1Y | +12.5% | +140.3% | -127.9% | -22.4% |
| 3Y | -14.9% | +280.3% | -295.1% | -51.2% |
| 5Y | +27.5% | +171.9% | -144.5% | -25.0% |
| All | +27.5% | +172.5% | -145.0% | -25.0% |
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