-4.9%
EQT vs CAKE
+147.7%
-152.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.7% | -7.9% | -2.9% |
| 7D | -6.6% | +9.1% | -15.7% | -6.0% |
| 30D | +2.7% | +5.8% | -3.1% | +3.2% |
| 3M | -0.2% | +9.3% | -9.5% | +0.5% |
| 6M | -10.6% | +96.1% | -106.7% | -5.2% |
| YTD | -1.2% | +131.4% | -132.6% | +4.4% |
| 1Y | -4.9% | +146.1% | -150.9% | -0.5% |
| All | -4.9% | +147.7% | -152.5% | -0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling