+155.8%
EXC vs CAKE
+155.4%
+0.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.1% | -0.8% |
| 7D | -1.1% | -4.5% | +3.4% | -0.4% |
| 30D | -3.6% | -12.4% | +8.8% | -1.9% |
| 3M | -4.3% | +37.3% | -41.6% | -9.2% |
| 6M | -9.9% | +70.7% | -80.7% | -17.7% |
| YTD | +1.8% | +106.0% | -104.2% | -10.0% |
| 1Y | +2.9% | +79.7% | -76.8% | -7.3% |
| 3Y | +19.1% | +267.8% | -248.7% | -7.7% |
| 5Y | +44.8% | +159.9% | -115.1% | +15.7% |
| All | +155.8% | +155.4% | +0.4% | +56.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling