+61.1%
ENB vs CAKE
+157.8%
-96.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.1% |
| 7D | -4.7% | -4.5% | -0.1% | -4.2% |
| 30D | -5.9% | -12.4% | +6.6% | -4.7% |
| 3M | -14.2% | +37.3% | -51.6% | -17.2% |
| 6M | -8.6% | +70.7% | -79.3% | -13.9% |
| YTD | +3.9% | +106.0% | -102.1% | -4.6% |
| 1Y | +1.8% | +79.7% | -77.8% | -5.1% |
| 3Y | +68.5% | +267.8% | -199.3% | +39.4% |
| All | +61.1% | +157.8% | -96.8% | +36.8% |
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 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