+45.0%
EEM vs CAKE
+157.8%
-112.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.3% | +1.0% |
| 7D | -1.3% | -4.5% | +3.3% | -0.5% |
| 30D | +2.1% | -12.4% | +14.5% | +4.1% |
| 3M | +1.0% | +37.3% | -36.3% | -4.6% |
| 6M | +15.9% | +70.7% | -54.8% | +5.1% |
| YTD | +24.6% | +106.0% | -81.3% | +9.4% |
| 1Y | +32.3% | +79.7% | -47.4% | +18.5% |
| 3Y | +85.9% | +267.8% | -181.9% | +44.0% |
| All | +45.0% | +157.8% | -112.8% | +13.1% |
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