+1,145.9%
DELL vs CAKE
+157.8%
+988.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.5% | +10.5% | +11.5% |
| 7D | +8.2% | -4.5% | +12.8% | +9.8% |
| 30D | +17.1% | -12.4% | +29.5% | +21.6% |
| 3M | +45.2% | +37.3% | +7.8% | +29.8% |
| 6M | +286.8% | +70.7% | +216.1% | +220.6% |
| YTD | +354.8% | +106.0% | +248.8% | +251.9% |
| 1Y | +358.3% | +79.7% | +278.6% | +269.2% |
| 3Y | +724.9% | +267.8% | +457.1% | +420.5% |
| All | +1,145.9% | +157.8% | +988.1% | +730.3% |
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