+30.9%
DKS vs CAKE
+261.6%
-230.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +0.8% |
| 7D | -3.0% | -4.5% | +1.6% | -1.1% |
| 30D | -33.4% | -12.4% | -20.9% | -29.7% |
| 3M | -39.4% | +37.3% | -76.7% | -47.7% |
| 6M | -30.1% | +70.7% | -100.8% | -45.8% |
| YTD | -31.0% | +106.0% | -136.9% | -51.3% |
| 1Y | -40.2% | +79.7% | -119.8% | -55.1% |
| 3Y | +30.9% | +267.8% | -236.8% | -31.9% |
| All | +30.9% | +261.6% | -230.7% | -31.9% |
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