+319.1%
DELL vs CAKE
+76.8%
+242.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.5% |
| 7D | +14.9% | -4.0% | +18.9% | +15.0% |
| 30D | +13.3% | +2.4% | +10.8% | +13.3% |
| 3M | +24.4% | +69.0% | -44.6% | +18.7% |
| 6M | +258.0% | +69.3% | +188.7% | +240.5% |
| YTD | +320.2% | +115.8% | +204.4% | +294.2% |
| 1Y | +319.1% | +79.3% | +239.7% | +274.5% |
| All | +319.1% | +76.8% | +242.3% | +274.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling