-79.9%
FIG vs CAKE
+59.5%
-139.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.5% | +3.3% | +4.6% |
| 7D | -3.8% | -4.5% | +0.7% | -3.3% |
| 30D | -2.3% | -12.4% | +10.1% | -0.9% |
| 3M | +20.0% | +37.3% | -17.4% | +10.0% |
| 6M | -16.7% | +70.7% | -87.4% | -27.8% |
| YTD | -37.9% | +106.0% | -143.9% | -49.4% |
| 1Y | -58.5% | +79.7% | -138.2% | -65.1% |
| All | -79.9% | +59.5% | -139.4% | -82.2% |
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