-98.0%
FCUV vs CAKE
+147.7%
-245.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +4.7% | -12.2% | -6.8% |
| 7D | -8.6% | +9.1% | -17.7% | -7.4% |
| 30D | -25.9% | +5.8% | -31.8% | -25.2% |
| 3M | -69.8% | +9.3% | -79.1% | -69.6% |
| 6M | -31.6% | +96.1% | -127.7% | -43.9% |
| YTD | -90.1% | +131.4% | -221.6% | -92.5% |
| 1Y | -98.0% | +146.1% | -244.1% | -98.5% |
| All | -98.0% | +147.7% | -245.7% | -98.5% |
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 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