+252.1%
DOCN vs CAKE
+272.0%
-19.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.2% | +6.5% | +4.3% |
| 7D | +27.4% | -3.8% | +31.2% | +28.9% |
| 30D | -29.7% | -5.2% | -24.5% | -28.6% |
| 3M | -32.5% | -9.2% | -23.3% | -30.8% |
| 6M | -42.2% | +76.6% | -118.8% | -54.3% |
| YTD | +87.2% | +113.6% | -26.4% | +31.7% |
| 1Y | +86.2% | +134.3% | -48.1% | +24.4% |
| All | +252.1% | +272.0% | -19.9% | +77.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling