+539.1%
DG vs CAKE
+635.3%
-96.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -2.1% |
| 7D | -4.8% | -4.6% | -0.3% | -4.2% |
| 30D | +1.8% | -6.6% | +8.3% | +2.6% |
| 3M | +14.5% | +52.9% | -38.4% | +7.3% |
| 6M | -13.6% | +65.7% | -79.3% | -20.0% |
| YTD | -4.8% | +107.8% | -112.7% | -14.9% |
| 1Y | +21.6% | +78.5% | -56.9% | +10.9% |
| 3Y | +4.5% | +266.4% | -261.9% | -15.3% |
| 5Y | -38.5% | +159.6% | -198.1% | -48.9% |
| 10Y | +102.2% | +156.6% | -54.4% | +56.3% |
| All | +539.1% | +635.3% | -96.2% | +293.2% |
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