-40.6%
FIS vs CAKE
+155.4%
-196.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.4% | -0.2% |
| 7D | -7.9% | -4.5% | -3.4% | -6.9% |
| 30D | -8.0% | -12.4% | +4.5% | -5.3% |
| 3M | +0.6% | +37.3% | -36.7% | -6.6% |
| 6M | -22.2% | +70.7% | -92.9% | -31.6% |
| YTD | -40.8% | +106.0% | -146.8% | -50.3% |
| 1Y | -41.5% | +79.7% | -121.2% | -49.5% |
| 3Y | -25.5% | +267.8% | -293.3% | -46.6% |
| 5Y | -64.8% | +159.9% | -224.7% | -73.6% |
| All | -40.6% | +155.4% | -196.0% | -63.0% |
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 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