-95.7%
FCUV vs CAKE
+174.2%
-269.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.5% | +1.7% | +3.1% |
| 7D | -66.5% | -4.5% | -61.9% | -66.3% |
| 30D | +5.0% | -12.4% | +17.4% | +6.2% |
| 3M | +63.8% | +37.3% | +26.5% | +56.6% |
| 6M | -67.8% | +70.7% | -138.6% | -70.1% |
| YTD | -82.4% | +106.0% | -188.4% | -84.0% |
| 1Y | -94.7% | +79.7% | -174.4% | -95.2% |
| 3Y | -99.3% | +267.8% | -367.0% | -99.4% |
| 5Y | -99.9% | +159.9% | -259.7% | -99.9% |
| 10Y | -98.6% | +154.3% | -252.9% | -98.7% |
| All | -95.7% | +174.2% | -269.9% | -95.5% |
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 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