+2,309.7%
EQT vs CAKE
+3,772.9%
-1,463.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.0% |
| 7D | -1.2% | -5.6% | +4.4% | -0.1% |
| 30D | +1.1% | -10.5% | +11.6% | +3.1% |
| 3M | +4.8% | +43.6% | -38.8% | -2.7% |
| 6M | -10.6% | +63.0% | -73.6% | -19.4% |
| YTD | +3.4% | +102.9% | -99.5% | -10.8% |
| 1Y | +8.7% | +75.6% | -67.0% | -4.0% |
| 3Y | +35.0% | +257.7% | -222.8% | +1.9% |
| 5Y | +204.2% | +156.0% | +48.3% | +138.2% |
| 10Y | +52.5% | +150.5% | -98.1% | +9.3% |
| All | +2,309.7% | +3,772.9% | -1,463.2% | +1,092.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling