+2,884.7%
ETR vs CAKE
+3,866.7%
-982.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -0.9% |
| 7D | +0.4% | -4.6% | +5.0% | +0.9% |
| 30D | +2.0% | -6.6% | +8.6% | +2.7% |
| 3M | -1.7% | +52.9% | -54.6% | -6.3% |
| 6M | +3.6% | +65.7% | -62.2% | -2.3% |
| YTD | +18.0% | +107.8% | -89.8% | +8.5% |
| 1Y | +26.2% | +78.5% | -52.2% | +17.8% |
| 3Y | +148.0% | +266.4% | -118.4% | +111.9% |
| 5Y | +126.1% | +159.6% | -33.6% | +96.3% |
| 10Y | +302.3% | +156.6% | +145.7% | +227.0% |
| All | +2,884.7% | +3,866.7% | -982.0% | +1,817.9% |
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