+32.4%
DLTR vs CAKE
+157.8%
-125.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.9% |
| 7D | -10.1% | -4.5% | -5.5% | -8.8% |
| 30D | -8.1% | -12.4% | +4.3% | -4.6% |
| 3M | +2.9% | +37.3% | -34.5% | -6.8% |
| 6M | +4.3% | +70.7% | -66.4% | -11.7% |
| YTD | -3.9% | +106.0% | -109.9% | -23.2% |
| 1Y | +18.9% | +79.7% | -60.8% | -1.4% |
| 3Y | +1.9% | +267.8% | -265.9% | -32.2% |
| All | +32.4% | +157.8% | -125.4% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling