+2.9%
EXC vs CAKE
+78.0%
-75.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.1% | -0.5% |
| 7D | -1.1% | -4.5% | +3.4% | -1.3% |
| 30D | -3.6% | -12.4% | +8.8% | -4.2% |
| 3M | -4.3% | +37.3% | -41.6% | -2.7% |
| 6M | -9.9% | +70.7% | -80.7% | -7.4% |
| YTD | +1.8% | +106.0% | -104.2% | +3.5% |
| 1Y | +2.9% | +79.7% | -76.8% | +7.6% |
| All | +2.9% | +78.0% | -75.2% | +7.6% |
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 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