+53.9%
DOCN vs CAKE
+132.7%
-78.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.2% | +1.5% |
| 7D | -12.1% | -1.0% | -11.1% | -12.0% |
| 30D | -41.0% | +0.6% | -41.6% | -40.7% |
| 3M | -38.7% | -1.6% | -37.1% | -38.6% |
| 6M | -51.5% | +78.3% | -129.8% | -48.1% |
| YTD | +65.3% | +118.8% | -53.6% | +65.6% |
| 1Y | +53.9% | +140.3% | -86.4% | +53.1% |
| All | +53.9% | +132.7% | -78.8% | +53.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling