+199.6%
DKS vs CAKE
+155.4%
+44.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +1.8% |
| 7D | -2.0% | -4.5% | +2.5% | -0.3% |
| 30D | -32.7% | -12.4% | -20.3% | -29.2% |
| 3M | -38.8% | +37.3% | -76.1% | -46.6% |
| 6M | -29.4% | +70.7% | -100.2% | -43.9% |
| YTD | -30.3% | +106.0% | -136.3% | -48.8% |
| 1Y | -39.6% | +79.7% | -119.3% | -53.2% |
| 3Y | +32.2% | +267.8% | -235.6% | -24.4% |
| 5Y | +15.1% | +159.9% | -144.8% | -28.4% |
| All | +199.6% | +155.4% | +44.2% | +58.3% |
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