+18.1%
EW vs CAKE
+147.7%
-129.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.7% | -0.3% | +3.9% |
| 7D | +8.3% | +9.1% | -0.9% | +7.2% |
| 30D | +13.9% | +5.8% | +8.1% | +13.1% |
| 3M | +10.9% | +9.3% | +1.6% | +9.7% |
| 6M | +19.2% | +96.1% | -76.9% | +11.4% |
| YTD | +16.6% | +131.4% | -114.9% | +7.9% |
| 1Y | +18.1% | +146.1% | -128.0% | +8.4% |
| All | +18.1% | +147.7% | -129.6% | +8.4% |
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