+830.6%
EEM vs CAKE
+496.2%
+334.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.5% |
| 7D | -0.7% | -5.6% | +4.9% | +0.8% |
| 30D | +2.4% | -10.5% | +12.9% | +5.2% |
| 3M | +4.2% | +43.6% | -39.5% | -6.4% |
| 6M | +14.8% | +63.0% | -48.3% | -0.7% |
| YTD | +23.1% | +102.9% | -79.8% | +0.1% |
| 1Y | +32.5% | +75.6% | -43.1% | +11.5% |
| 3Y | +85.9% | +257.7% | -171.8% | +24.2% |
| 5Y | +43.6% | +156.0% | -112.4% | +0.2% |
| 10Y | +127.2% | +150.5% | -23.3% | +31.6% |
| All | +830.6% | +496.2% | +334.4% | +198.3% |
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