+16.4%
DOCU vs CAKE
+142.0%
-125.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +3.2% |
| 7D | -0.4% | -4.7% | +4.3% | -0.4% |
| 30D | +12.9% | +0.9% | +12.0% | +13.1% |
| 3M | +35.1% | -2.7% | +37.8% | +35.0% |
| 6M | +76.2% | +81.2% | -5.0% | +71.1% |
| YTD | +17.2% | +120.6% | -103.4% | +6.8% |
| 1Y | +16.4% | +142.7% | -126.3% | -1.1% |
| All | +16.4% | +142.0% | -125.6% | -1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling