+6.9%
EQX vs CAKE
+135.2%
-128.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +0.2% |
| 7D | +10.8% | -2.1% | +12.9% | +10.9% |
| 30D | -0.9% | +2.3% | -3.2% | -0.8% |
| 3M | +9.5% | +5.4% | +4.1% | +9.9% |
| 6M | -16.8% | +82.5% | -99.3% | -17.3% |
| YTD | -19.3% | +122.0% | -141.4% | -19.1% |
| 1Y | +6.9% | +133.9% | -127.0% | +8.6% |
| All | +6.9% | +135.2% | -128.3% | +8.6% |
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