+91.1%
EXE vs CAKE
+157.8%
-66.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.3% |
| 7D | -3.1% | -4.5% | +1.4% | -2.6% |
| 30D | -0.9% | -12.4% | +11.5% | +0.6% |
| 3M | +9.6% | +37.3% | -27.8% | +5.2% |
| 6M | -11.6% | +70.7% | -82.3% | -17.6% |
| YTD | -12.6% | +106.0% | -118.5% | -20.9% |
| 1Y | +1.2% | +79.7% | -78.5% | -6.8% |
| 3Y | +18.0% | +267.8% | -249.7% | -4.0% |
| All | +91.1% | +157.8% | -66.7% | +54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling