-69.6%
EOSE vs CAKE
+157.8%
-227.4%
-95.5%
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% | -2.0% |
| 7D | +1.8% | -4.5% | +6.3% | +4.9% |
| 30D | -6.8% | -12.4% | +5.6% | +1.1% |
| 3M | -36.3% | +37.3% | -73.6% | -49.5% |
| 6M | -38.8% | +70.7% | -109.5% | -58.8% |
| YTD | -65.5% | +106.0% | -171.5% | -79.5% |
| 1Y | -45.3% | +79.7% | -124.9% | -64.7% |
| 3Y | +44.2% | +267.8% | -223.6% | -48.2% |
| All | -69.6% | +157.8% | -227.4% | -88.1% |
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