-80.8%
FIG vs CAKE
+57.1%
-137.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.9% |
| 7D | -12.2% | -5.6% | -6.6% | -11.6% |
| 30D | -11.0% | -10.5% | -0.5% | -10.3% |
| 3M | +11.9% | +43.6% | -31.8% | +1.4% |
| 6M | -21.9% | +63.0% | -85.0% | -31.6% |
| YTD | -40.8% | +102.9% | -143.6% | -51.6% |
| 1Y | -56.6% | +75.6% | -132.3% | -63.3% |
| All | -80.8% | +57.1% | -137.9% | -83.0% |
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