+142.5%
ETSY vs CAKE
+168.5%
-26.0%
-86.3%
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% | +1.1% |
| 7D | -4.9% | -4.5% | -0.4% | -3.5% |
| 30D | -8.6% | -12.4% | +3.8% | -4.9% |
| 3M | +4.8% | +37.3% | -32.6% | -6.5% |
| 6M | +38.1% | +70.7% | -32.6% | +14.2% |
| YTD | +31.2% | +106.0% | -74.7% | +1.5% |
| 1Y | +22.1% | +79.7% | -57.6% | -1.0% |
| 3Y | +12.2% | +267.8% | -255.5% | -27.7% |
| 5Y | -66.5% | +159.9% | -226.4% | -76.9% |
| 10Y | +433.4% | +154.3% | +279.1% | +200.0% |
| All | +142.5% | +168.5% | -26.0% | +29.0% |
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