+1,344.7%
EME vs CAKE
+155.4%
+1,189.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.8% | +3.9% |
| 7D | +3.5% | -4.5% | +8.1% | +4.9% |
| 30D | -6.3% | -12.4% | +6.1% | -3.0% |
| 3M | -3.8% | +37.3% | -41.1% | -13.1% |
| 6M | +8.5% | +70.7% | -62.2% | -8.7% |
| YTD | +27.8% | +106.0% | -78.2% | +1.4% |
| 1Y | +22.2% | +79.7% | -57.4% | +0.5% |
| 3Y | +253.5% | +267.8% | -14.3% | +129.3% |
| 5Y | +578.6% | +159.9% | +418.7% | +365.4% |
| All | +1,344.7% | +155.4% | +1,189.3% | +699.0% |
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