+8.1%
EWZ vs CAKE
+147.7%
-139.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.7% | -3.1% | +1.3% |
| 7D | -4.1% | +9.1% | -13.2% | -4.6% |
| 30D | -25.0% | +5.8% | -30.8% | -25.3% |
| 3M | -10.6% | +9.3% | -20.0% | -11.6% |
| 6M | -16.6% | +96.1% | -112.7% | -26.6% |
| YTD | +2.5% | +131.4% | -129.0% | -13.1% |
| 1Y | +8.1% | +146.1% | -138.0% | -9.9% |
| All | +8.1% | +147.7% | -139.6% | -9.9% |
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 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