+60.1%
DOCN vs CAKE
+163.8%
-103.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.6% |
| 7D | +1.1% | -4.0% | +5.1% | +3.3% |
| 30D | -9.6% | +2.4% | -12.1% | -11.4% |
| 3M | -37.7% | +69.0% | -106.7% | -54.8% |
| 6M | +115.2% | +69.3% | +45.9% | +53.3% |
| YTD | +133.7% | +115.8% | +18.0% | +41.0% |
| 1Y | +250.2% | +79.3% | +170.8% | +135.5% |
| 3Y | +320.3% | +262.0% | +58.3% | +66.8% |
| All | +60.1% | +163.8% | -103.8% | -31.5% |
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