+5,074.9%
DELL vs CAKE
+144.2%
+4,930.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.5% | +10.5% | +11.6% |
| 7D | +8.2% | -4.5% | +12.8% | +9.5% |
| 30D | +17.1% | -12.4% | +29.5% | +20.9% |
| 3M | +45.2% | +37.3% | +7.8% | +32.5% |
| 6M | +286.8% | +70.7% | +216.1% | +232.5% |
| YTD | +354.8% | +106.0% | +248.8% | +270.7% |
| 1Y | +358.3% | +79.7% | +278.6% | +285.4% |
| 3Y | +724.9% | +267.8% | +457.1% | +473.2% |
| 5Y | +1,193.7% | +159.9% | +1,033.8% | +845.1% |
| 10Y | +4,433.8% | +154.3% | +4,279.5% | +2,685.0% |
| All | +5,074.9% | +144.2% | +4,930.7% | +3,216.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling