-80.5%
FCUV vs CAKE
+76.8%
-157.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.4% | -14.0% | -13.6% |
| 7D | +62.8% | -4.0% | +66.8% | +61.9% |
| 30D | +66.5% | +2.4% | +64.1% | +66.1% |
| 3M | +459.9% | +69.0% | +391.0% | +416.9% |
| 6M | -12.4% | +69.3% | -81.7% | -22.0% |
| YTD | -47.5% | +115.8% | -163.3% | -50.9% |
| 1Y | -80.5% | +79.3% | -159.8% | -82.7% |
| All | -80.5% | +76.8% | -157.3% | -82.7% |
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