+39.1%
DOCS vs CAKE
+284.2%
-245.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +2.4% |
| 7D | -4.2% | -4.7% | +0.5% | -3.6% |
| 30D | +8.6% | +0.9% | +7.7% | +8.5% |
| 3M | +27.2% | -2.7% | +30.0% | +27.3% |
| 6M | +26.5% | +81.2% | -54.7% | +13.7% |
| YTD | -25.0% | +120.6% | -145.5% | -35.6% |
| 1Y | -37.0% | +142.7% | -179.7% | -47.0% |
| All | +39.1% | +284.2% | -245.1% | -5.1% |
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 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