+273.7%
ELV vs CAKE
+155.4%
+118.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.3% |
| 7D | +3.2% | -4.5% | +7.7% | +3.9% |
| 30D | +5.4% | -12.4% | +17.8% | +7.5% |
| 3M | +5.4% | +37.3% | -32.0% | -0.4% |
| 6M | +45.7% | +70.7% | -25.0% | +32.4% |
| YTD | +21.2% | +106.0% | -84.8% | +6.5% |
| 1Y | +35.6% | +79.7% | -44.0% | +21.7% |
| 3Y | -2.0% | +267.8% | -269.8% | -24.5% |
| 5Y | +26.0% | +159.9% | -133.9% | 0.0% |
| All | +273.7% | +155.4% | +118.3% | +148.6% |
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 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