+546.2%
F vs CAKE
+4,018.7%
-3,472.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.3% |
| 7D | +5.3% | -4.0% | +9.3% | +6.6% |
| 30D | +4.6% | +2.4% | +2.2% | +3.6% |
| 3M | -3.7% | +69.0% | -72.6% | -18.4% |
| 6M | +16.8% | +69.3% | -52.5% | -1.5% |
| YTD | +15.3% | +115.8% | -100.5% | -9.9% |
| 1Y | +31.0% | +79.3% | -48.3% | +7.8% |
| 3Y | +45.4% | +262.0% | -216.6% | -5.3% |
| 5Y | +54.7% | +165.7% | -111.0% | +7.6% |
| 10Y | +98.2% | +158.9% | -60.7% | +22.2% |
| All | +546.2% | +4,018.7% | -3,472.4% | +135.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling