+177.0%
FDX vs CAKE
+151.6%
+25.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.5% |
| 7D | -3.9% | -5.6% | +1.8% | -2.3% |
| 30D | -3.3% | -10.5% | +7.2% | -0.6% |
| 3M | -2.0% | +43.6% | -45.6% | -12.1% |
| 6M | +8.0% | +63.0% | -55.0% | -6.9% |
| YTD | +35.0% | +102.9% | -67.9% | +9.1% |
| 1Y | +73.7% | +75.6% | -2.0% | +45.6% |
| 3Y | +61.6% | +257.7% | -196.1% | +8.4% |
| 5Y | +65.4% | +156.0% | -90.6% | +17.1% |
| All | +177.0% | +151.6% | +25.4% | +63.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling