+121.1%
DPZ vs CAKE
+156.6%
-35.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -4.0% | -0.6% |
| 7D | +3.7% | -1.8% | +5.4% | +3.9% |
| 30D | +8.0% | +2.3% | +5.7% | +7.6% |
| 3M | -4.2% | +3.9% | -8.1% | -4.9% |
| 6M | +4.6% | +81.4% | -76.8% | -4.2% |
| YTD | -18.4% | +122.5% | -141.0% | -27.6% |
| 1Y | -16.8% | +138.1% | -154.9% | -26.9% |
| 3Y | -5.0% | +288.0% | -293.0% | -22.4% |
| 5Y | -27.8% | +174.9% | -202.7% | -39.8% |
| 10Y | +121.1% | +144.3% | -23.2% | +76.8% |
| All | +121.1% | +156.6% | -35.6% | +76.8% |
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