+3,609.2%
DLR vs CAKE
+368.1%
+3,241.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.1% | +0.7% |
| 7D | +2.9% | -4.6% | +7.5% | +4.2% |
| 30D | -1.2% | -6.6% | +5.4% | +0.4% |
| 3M | +2.9% | +52.9% | -50.0% | -9.4% |
| 6M | +6.7% | +65.7% | -59.1% | -8.7% |
| YTD | +23.9% | +107.8% | -83.9% | -1.0% |
| 1Y | +18.6% | +78.5% | -59.8% | -1.5% |
| 3Y | +59.7% | +266.4% | -206.7% | +4.4% |
| 5Y | +42.1% | +159.6% | -117.6% | -2.6% |
| 10Y | +176.7% | +156.6% | +20.1% | +50.9% |
| All | +3,609.2% | +368.1% | +3,241.1% | +866.7% |
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