+475.0%
DINO vs CAKE
+155.4%
+319.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.4% |
| 7D | +2.3% | -4.5% | +6.8% | +3.8% |
| 30D | +22.6% | -12.4% | +35.1% | +27.5% |
| 3M | +55.2% | +37.3% | +17.9% | +39.1% |
| 6M | +93.8% | +70.7% | +23.0% | +60.1% |
| YTD | +139.5% | +106.0% | +33.5% | +84.7% |
| 1Y | +115.3% | +79.7% | +35.7% | +72.8% |
| 3Y | +98.8% | +267.8% | -169.0% | +20.4% |
| 5Y | +333.5% | +159.9% | +173.6% | +179.9% |
| All | +475.0% | +155.4% | +319.5% | +224.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling