+61.9%
FDX vs CAKE
+277.5%
-215.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -3.3% | -1.1% | -2.2% | -3.1% |
| 30D | -1.4% | +0.4% | -1.8% | -1.8% |
| 3M | -4.5% | +59.9% | -64.4% | -16.3% |
| 6M | +9.4% | +75.1% | -65.7% | -6.8% |
| YTD | +36.0% | +115.0% | -79.0% | +9.3% |
| 1Y | +75.5% | +81.6% | -6.1% | +47.0% |
| All | +61.9% | +277.5% | -215.6% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling