+4.9%
DG vs CAKE
+261.6%
-256.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.0% |
| 7D | -6.5% | -4.5% | -1.9% | -5.7% |
| 30D | +4.2% | -12.4% | +16.6% | +6.5% |
| 3M | +9.5% | +37.3% | -27.8% | +2.7% |
| 6M | -13.1% | +70.7% | -83.9% | -21.7% |
| YTD | -4.8% | +106.0% | -110.8% | -16.9% |
| 1Y | +20.6% | +79.7% | -59.0% | +7.3% |
| 3Y | +4.9% | +267.8% | -262.8% | -27.1% |
| All | +4.9% | +261.6% | -256.7% | -27.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling