+64.6%
DRI vs CAKE
+152.3%
-87.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | +0.1% |
| 7D | -4.8% | -5.6% | +0.8% | -2.4% |
| 30D | -5.2% | -10.5% | +5.3% | -0.7% |
| 3M | +2.7% | +43.6% | -40.9% | -13.0% |
| 6M | +3.6% | +63.0% | -59.4% | -17.4% |
| YTD | +15.4% | +102.9% | -87.5% | -16.6% |
| 1Y | +1.3% | +75.6% | -74.4% | -22.5% |
| 3Y | +53.1% | +257.7% | -204.6% | -17.9% |
| 5Y | +64.6% | +156.0% | -91.4% | -1.4% |
| All | +64.6% | +152.3% | -87.8% | -1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling