+63.8%
DOCU vs CAKE
+145.3%
-81.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.5% | -4.8% |
| 7D | +0.7% | -1.1% | +1.7% | +0.9% |
| 30D | +8.0% | +0.4% | +7.6% | +7.4% |
| 3M | +41.0% | +59.9% | -18.9% | +25.8% |
| 6M | +33.7% | +75.1% | -41.4% | +16.3% |
| YTD | -4.9% | +115.0% | -119.9% | -21.6% |
| 1Y | -20.4% | +81.6% | -102.0% | -31.8% |
| 3Y | +29.6% | +279.1% | -249.5% | -7.5% |
| 5Y | -76.9% | +170.6% | -247.5% | -82.9% |
| All | +63.8% | +145.3% | -81.5% | +29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling