-7.3%
DIS vs CAKE
+74.6%
-81.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +3.9% | +1.9% |
| 7D | -1.3% | -5.6% | +4.4% | -0.5% |
| 30D | +2.2% | -10.5% | +12.7% | +3.6% |
| 3M | +8.1% | +43.6% | -35.5% | +2.4% |
| 6M | +5.2% | +63.0% | -57.8% | -2.7% |
| YTD | -6.3% | +102.9% | -109.2% | -16.1% |
| 1Y | -7.3% | +75.6% | -82.9% | -16.0% |
| All | -7.3% | +74.6% | -81.9% | -16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling