-27.5%
DOCN vs CAKE
+173.4%
-200.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.7% | -6.9% | -5.6% |
| 7D | +19.1% | +2.5% | +16.6% | +17.5% |
| 30D | -21.0% | -3.1% | -18.0% | -20.1% |
| 3M | -34.7% | -2.2% | -32.5% | -35.0% |
| 6M | -45.8% | +94.1% | -139.8% | -64.7% |
| YTD | +79.4% | +119.4% | -40.0% | +3.9% |
| 1Y | +91.0% | +141.4% | -50.4% | +3.3% |
| 3Y | +237.5% | +273.6% | -36.1% | +23.8% |
| All | -27.5% | +173.4% | -200.9% | -70.4% |
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 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