+101.7%
DOCU vs CAKE
+143.6%
-41.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +0.7% |
| 7D | +1.6% | -3.8% | +5.4% | +2.4% |
| 30D | +10.8% | -5.2% | +16.1% | +11.9% |
| 3M | +38.0% | -9.2% | +47.2% | +39.9% |
| 6M | +77.4% | +76.6% | +0.8% | +53.8% |
| YTD | +17.2% | +113.6% | -96.4% | -3.7% |
| 1Y | +15.6% | +134.3% | -118.8% | -7.1% |
| 3Y | +95.6% | +271.2% | -175.6% | +39.8% |
| 5Y | -69.7% | +170.3% | -240.0% | -77.7% |
| All | +101.7% | +143.6% | -41.9% | +59.1% |
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 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