+367.4%
EAT vs CAKE
+155.4%
+212.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -2.2% |
| 7D | -7.7% | -4.5% | -3.2% | -4.2% |
| 30D | -13.6% | -12.4% | -1.1% | -4.3% |
| 3M | +33.9% | +37.3% | -3.5% | +2.2% |
| 6M | +47.2% | +70.7% | -23.5% | -5.9% |
| YTD | +48.1% | +106.0% | -57.9% | -19.5% |
| 1Y | +33.7% | +79.7% | -46.0% | -19.2% |
| 3Y | +595.8% | +267.8% | +328.0% | +130.8% |
| 5Y | +314.4% | +159.9% | +154.5% | +79.4% |
| All | +367.4% | +155.4% | +212.0% | +65.7% |
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