+324.2%
EAT vs CAKE
+153.9%
+170.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +1.7% |
| 7D | -6.2% | -5.6% | -0.6% | -1.7% |
| 30D | -3.0% | -10.5% | +7.5% | +6.0% |
| 3M | +45.6% | +43.6% | +2.0% | +6.3% |
| 6M | +53.5% | +63.0% | -9.5% | +0.3% |
| YTD | +49.6% | +102.9% | -53.3% | -19.5% |
| 1Y | +38.9% | +75.6% | -36.7% | -15.9% |
| 3Y | +589.7% | +257.7% | +331.9% | +119.7% |
| All | +324.2% | +153.9% | +170.3% | +75.6% |
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 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