+47.1%
EQT vs CAKE
+155.4%
-108.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -2.0% |
| 7D | -2.0% | -4.5% | +2.5% | -1.0% |
| 30D | 0.0% | -12.4% | +12.5% | +2.9% |
| 3M | +5.9% | +37.3% | -31.4% | -2.2% |
| 6M | -14.8% | +70.7% | -85.5% | -25.8% |
| YTD | +1.8% | +106.0% | -104.2% | -15.8% |
| 1Y | +7.4% | +79.7% | -72.3% | -8.5% |
| 3Y | +33.6% | +267.8% | -234.2% | -7.8% |
| 5Y | +199.3% | +159.9% | +39.4% | +117.3% |
| All | +47.1% | +155.4% | -108.3% | -11.5% |
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 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