+96.4%
DOCU vs CAKE
+282.2%
-185.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -2.0% | +0.2% |
| 7D | +4.1% | +2.5% | +1.6% | +3.5% |
| 30D | +7.4% | -3.1% | +10.4% | +7.9% |
| 3M | +26.0% | -2.2% | +28.2% | +26.0% |
| 6M | +79.2% | +94.1% | -14.9% | +49.6% |
| YTD | +18.1% | +119.4% | -101.4% | -6.8% |
| 1Y | +20.5% | +141.4% | -120.9% | -7.9% |
| 3Y | +96.4% | +273.6% | -177.2% | +33.3% |
| All | +96.4% | +282.2% | -185.8% | +33.3% |
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