+198.1%
DOCN vs CAKE
+115.5%
+82.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.3% | +13.0% | +12.8% |
| 7D | +16.3% | -1.1% | +17.4% | +16.8% |
| 30D | +2.0% | +0.4% | +1.6% | +1.3% |
| 3M | -25.2% | +59.9% | -85.1% | -42.0% |
| 6M | +132.7% | +75.1% | +57.6% | +69.5% |
| YTD | +163.3% | +115.0% | +48.3% | +69.2% |
| 1Y | +280.3% | +81.6% | +198.7% | +166.4% |
| 3Y | +371.8% | +279.1% | +92.7% | +109.8% |
| 5Y | +87.1% | +170.6% | -83.5% | -10.1% |
| All | +198.1% | +115.5% | +82.6% | +46.7% |
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 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