+56.3%
DRI vs CAKE
+261.6%
-205.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.5% |
| 7D | -3.2% | -4.5% | +1.3% | -1.4% |
| 30D | -7.8% | -12.4% | +4.6% | -2.9% |
| 3M | +0.4% | +37.3% | -37.0% | -12.3% |
| 6M | +4.8% | +70.7% | -65.9% | -16.5% |
| YTD | +16.7% | +106.0% | -89.3% | -13.9% |
| 1Y | +1.5% | +79.7% | -78.2% | -21.5% |
| 3Y | +56.3% | +267.8% | -211.5% | -11.3% |
| All | +56.3% | +261.6% | -205.4% | -11.3% |
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