+29.1%
EMB vs CAKE
+261.6%
-232.5%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.2% |
| 7D | -1.2% | -4.5% | +3.3% | -0.9% |
| 30D | -1.3% | -12.4% | +11.2% | -0.6% |
| 3M | -1.8% | +37.3% | -39.1% | -3.8% |
| 6M | +0.2% | +70.7% | -70.5% | -3.4% |
| YTD | +0.4% | +106.0% | -105.6% | -4.5% |
| 1Y | +2.8% | +79.7% | -76.8% | -1.4% |
| 3Y | +29.1% | +267.8% | -238.6% | +15.8% |
| All | +29.1% | +261.6% | -232.5% | +15.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling