+238.8%
EQX vs CAKE
+180.0%
+58.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.5% |
| 7D | -3.2% | -4.5% | +1.3% | -2.9% |
| 30D | +7.8% | -12.4% | +20.2% | +8.8% |
| 3M | +21.3% | +37.3% | -16.0% | +18.2% |
| 6M | -22.4% | +70.7% | -93.1% | -25.8% |
| YTD | -11.3% | +106.0% | -117.3% | -16.6% |
| 1Y | +13.5% | +79.7% | -66.1% | +7.8% |
| 3Y | +162.1% | +267.8% | -105.6% | +131.2% |
| 5Y | +84.2% | +159.9% | -75.7% | +62.8% |
| All | +238.8% | +180.0% | +58.8% | +203.6% |
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 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