-99.8%
FCUV vs CAKE
+157.8%
-257.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.5% | +1.7% | +2.8% |
| 7D | -66.5% | -4.5% | -61.9% | -66.0% |
| 30D | +5.0% | -12.4% | +17.4% | +8.5% |
| 3M | +63.8% | +37.3% | +26.5% | +43.9% |
| 6M | -67.8% | +70.7% | -138.6% | -73.9% |
| YTD | -82.4% | +106.0% | -188.4% | -86.7% |
| 1Y | -94.7% | +79.7% | -174.4% | -95.9% |
| 3Y | -99.3% | +267.8% | -367.0% | -99.6% |
| All | -99.8% | +157.8% | -257.6% | -99.9% |
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