+84.2%
DOCN vs CAKE
+123.1%
-38.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.9% | +4.1% | +6.2% |
| 7D | -12.8% | -1.8% | -11.0% | -12.0% |
| 30D | -41.9% | +2.3% | -44.2% | -42.7% |
| 3M | -36.9% | +3.9% | -40.9% | -38.8% |
| 6M | -52.2% | +81.4% | -133.6% | -65.7% |
| YTD | +62.7% | +122.5% | -59.8% | +2.2% |
| 1Y | +58.2% | +138.1% | -79.9% | -4.7% |
| 3Y | +219.5% | +288.0% | -68.6% | +39.9% |
| 5Y | -32.9% | +174.9% | -207.7% | -68.4% |
| All | +84.2% | +123.1% | -38.8% | -11.4% |
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