+70.5%
DOCN vs CAKE
+114.6%
-44.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.6% | +6.1% | +4.2% |
| 7D | -19.2% | -5.2% | -13.9% | -17.2% |
| 30D | -43.1% | -0.2% | -42.8% | -43.2% |
| 3M | -40.7% | -0.2% | -40.5% | -41.4% |
| 6M | -55.0% | +77.5% | -132.4% | -67.4% |
| YTD | +50.6% | +114.1% | -63.5% | -3.7% |
| 1Y | +54.0% | +131.6% | -77.6% | -6.3% |
| 3Y | +203.9% | +271.4% | -67.5% | +35.8% |
| 5Y | -29.4% | +157.5% | -186.9% | -66.1% |
| All | +70.5% | +114.6% | -44.1% | -16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling