+6,954.3%
DRI vs CAKE
+3,328.7%
+3,625.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -1.2% | -1.1% | -0.2% | -0.8% |
| 30D | -0.4% | +0.4% | -0.8% | -0.7% |
| 3M | +9.5% | +59.9% | -50.4% | -10.1% |
| 6M | +6.5% | +75.1% | -68.6% | -16.1% |
| YTD | +18.4% | +115.0% | -96.6% | -14.3% |
| 1Y | +4.2% | +81.6% | -77.4% | -19.6% |
| 3Y | +57.1% | +279.1% | -222.0% | -12.8% |
| 5Y | +70.4% | +170.6% | -100.2% | +4.3% |
| 10Y | +354.0% | +160.3% | +193.7% | +151.3% |
| All | +6,954.3% | +3,328.7% | +3,625.6% | +1,900.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling