+38.7%
EXPE vs CAKE
+76.8%
-38.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | -9.5% | -4.0% | -5.5% | -8.6% |
| 30D | -6.6% | +2.4% | -9.1% | -7.0% |
| 3M | +31.4% | +69.0% | -37.6% | +17.8% |
| 6M | +35.2% | +69.3% | -34.1% | +20.2% |
| YTD | +5.8% | +115.8% | -110.0% | -14.1% |
| 1Y | +38.7% | +79.3% | -40.7% | +13.7% |
| All | +38.7% | +76.8% | -38.1% | +13.7% |
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